EWA
EP Wealth Advisors’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.31M | Sell |
6,124
-180
| -3% | -$274K | 0.06% | 192 |
|
|
2025
Q1 | $8.72M | Buy |
6,304
+8
| +0.1% | +$11.1K | 0.07% | 163 |
|
|
2024
Q4 | $7.98M | Sell |
6,296
-2
| -0% | -$2.54K | 0.07% | 165 |
|
|
2024
Q3 | $8.99M | Buy |
6,298
+183
| +3% | +$261K | 0.08% | 157 |
|
|
2024
Q2 | $7.81M | Buy |
6,115
+65
| +1% | +$83K | 0.08% | 140 |
|
|
2024
Q1 | $7.45M | Buy |
6,050
+5
| +0.1% | +$6.16K | 0.09% | 132 |
|
|
2023
Q4 | $6.12M | Buy |
6,045
+96
| +2% | +$97.1K | 0.08% | 141 |
|
|
2023
Q3 | $5.02M | Sell |
5,949
-38,882
| -87% | -$32.8M | 0.08% | 145 |
|
|
2023
Q2 | $5.16M | Buy |
+44,831
| New | +$5.16M | 0.07% | 148 |
|
|
2016
Q2 | – | Sell |
-2,030
| Closed | -$447K | – | 145 |
|
|
2016
Q1 | $447K | Hold |
2,030
| – | – | 0.07% | 89 |
|
|
2015
Q4 | $464K | Hold |
2,030
| – | – | 0.08% | 93 |
|
|
2015
Q3 | $431K | Hold |
2,030
| – | – | 0.08% | 86 |
|
|
2015
Q2 | $456K | Hold |
2,030
| – | – | 0.09% | 72 |
|
|
2015
Q1 | $444K | Hold |
2,030
| – | – | 0.08% | 76 |
|
|
2014
Q4 | $399K | Hold |
2,030
| – | – | 0.07% | 93 |
|
|
2014
Q3 | $374K | Hold |
2,030
| – | – | 0.06% | 79 |
|
|
2014
Q2 | $340K | Hold |
2,030
| – | – | 0.08% | 77 |
|
|
2014
Q1 | $376K | Sell |
2,030
-1,780
| -47% | -$330K | 0.1% | 72 |
|
|
2013
Q4 | $613K | Sell |
3,810
-200
| -5% | -$32.2K | 0.16% | 62 |
|
|
2013
Q3 | $556K | Sell |
4,010
-510
| -11% | -$70.7K | 0.17% | 56 |
|
|
2013
Q2 | $709K | Buy |
+4,520
| New | +$709K | 0.26% | 42 |
|