Circle Wealth Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $944K | Buy |
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|
2025
Q2 | $1.04M | Sell |
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|
2025
Q1 | $995K | Hold |
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|
2024
Q4 | $911K | Buy |
|
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|
2024
Q3 | $1.02M | Sell |
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|
2024
Q2 | $994K | Sell |
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|
2024
Q1 | $964K | Buy |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $731K | Buy |
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|
2023
Q2 | $580K | Hold |
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|
2023
Q1 | $478K | Buy |
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|
2022
Q4 | $405K | Hold |
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|
2022
Q3 | $337K | Hold |
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|
2022
Q2 | $345K | Hold |
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|
2022
Q1 | $419K | Buy |
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|
2021
Q4 | $361K | Hold |
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|
2021
Q3 | $354K | Hold |
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|
2021
Q2 | $367K | Buy |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $311K | Buy |
|