Clearstead Trust’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $151K | Buy |
99
+26
| +36% | +$39.5K | 0.03% | 203 |
|
|
2025
Q1 | $101K | Buy |
73
+1
| +1% | +$1.38K | 0.02% | 208 |
|
|
2024
Q4 | $91.2K | Hold |
72
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $103K | Hold |
72
| – | – | 0.02% | 186 |
|
|
2024
Q2 | $92K | Hold |
72
| – | – | 0.02% | 192 |
|
|
2024
Q1 | $88.7K | Sell |
72
-398
| -85% | -$490K | 0.02% | 196 |
|
|
2023
Q4 | $475K | Buy |
+470
| New | +$475K | 0.13% | 97 |
|