Dakota Wealth Management’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
Sell
-2,210
Closed -$3.06M 805
2025
Q1
$3.06M Buy
+2,210
New +$3.06M 0.07% 204
2023
Q1
Sell
-344
Closed -$217K 641
2022
Q4
$217K Buy
+344
New +$217K 0.02% 530
2022
Q2
Sell
-345
Closed -$225K 542
2022
Q1
$225K Sell
345
-10
-3% -$6.52K 0.02% 391
2021
Q4
$226K Hold
355
0.02% 339
2021
Q3
$222K Buy
355
+5
+1% +$3.13K 0.03% 315
2021
Q2
$227K Hold
350
0.03% 299
2021
Q1
$206K Hold
350
0.03% 292
2020
Q4
$217K Buy
+350
New +$217K 0.03% 292