EP Wealth Advisors’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
Q2
$9.31M Sell
2025
Q1
$8.72M Buy
2024
Q4
$7.98M Sell
2024
Q3
$8.99M Buy
2024
Q2
$7.81M Buy
2024
Q1
$7.45M Buy
2023
Q4
$6.12M Buy
2023
Q3
$5.02M Sell
2023
Q2
$5.16M Buy
2016
Q2
Sell
2016
Q1
$447K Hold
2015
Q4
$464K Hold
2015
Q3
$431K Hold
2015
Q2
$456K Hold
2015
Q1
$444K Hold
2014
Q4
$399K Hold
2014
Q3
$374K Hold
2014
Q2
$340K Hold
2014
Q1
$376K Sell
2013
Q4
$613K Sell
2013
Q3
$556K Sell
2013
Q2
$709K Buy