EWM
Evercore Wealth Management’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-906
| Closed | -$1.25M | – | 420 |
|
|
2025
Q1 | $1.25M | Hold |
906
| – | – | 0.02% | 200 |
|
|
2024
Q4 | $1.15M | Hold |
906
| – | – | 0.02% | 208 |
|
|
2024
Q3 | $1.29M | Hold |
906
| – | – | 0.02% | 199 |
|
|
2024
Q2 | $1.16M | Sell |
906
-2
| -0.2% | -$2.56K | 0.02% | 208 |
|
|
2024
Q1 | $1.12M | Sell |
908
-6,001
| -87% | -$7.39M | 0.02% | 212 |
|
|
2023
Q4 | $6.99M | Sell |
6,909
-498
| -7% | -$504K | 0.12% | 81 |
|
|
2023
Q3 | $6.25M | Hold |
7,407
| – | – | 0.12% | 80 |
|
|
2023
Q2 | $6.62M | Sell |
7,407
-1
| -0% | -$894 | 0.12% | 80 |
|
|
2023
Q1 | $5.46M | Buy |
7,408
+1
| +0% | +$737 | 0.11% | 85 |
|
|
2022
Q4 | $4.66M | Sell |
7,407
-1,496
| -17% | -$942K | 0.1% | 92 |
|
|
2022
Q3 | $4.67M | Sell |
8,903
-1,100
| -11% | -$577K | 0.11% | 88 |
|
|
2022
Q2 | $5.37M | Hold |
10,003
| – | – | 0.11% | 88 |
|
|
2022
Q1 | $6.52M | Hold |
10,003
| – | – | 0.12% | 86 |
|
|
2021
Q4 | $6.37M | Hold |
10,003
| – | – | 0.1% | 93 |
|
|
2021
Q3 | $6.25M | Hold |
10,003
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $6.48M | Sell |
10,003
-25
| -0.2% | -$16.2K | 0.12% | 91 |
|
|
2021
Q1 | $5.9M | Buy |
10,028
+9,005
| +880% | +$5.29M | 0.12% | 97 |
|
|
2020
Q4 | $633K | Sell |
1,023
-47
| -4% | -$29.1K | 0.01% | 260 |
|
|
2020
Q3 | $508K | Hold |
1,070
| – | – | 0.01% | 259 |
|
|
2020
Q2 | $473K | Hold |
1,070
| – | – | 0.01% | 267 |
|
|
2020
Q1 | $343K | Sell |
1,070
-8
| -0.7% | -$2.56K | 0.01% | 278 |
|
|
2019
Q4 | $604K | Hold |
1,078
| – | – | 0.02% | 261 |
|
|
2019
Q3 | $561K | Sell |
1,078
-21
| -2% | -$10.9K | 0.02% | 264 |
|
|
2019
Q2 | $532K | Hold |
1,099
| – | – | 0.02% | 273 |
|
|
2019
Q1 | $499K | Buy |
1,099
+21
| +2% | +$9.54K | 0.02% | 269 |
|
|
2018
Q4 | $367K | Buy |
1,078
+1
| +0.1% | +$340 | 0.01% | 279 |
|
|
2018
Q3 | $401K | Buy |
1,077
+7
| +0.7% | +$2.61K | 0.01% | 305 |
|
|
2018
Q2 | $369K | Hold |
1,070
| – | – | 0.01% | 302 |
|
|
2018
Q1 | $328K | Sell |
1,070
-166
| -13% | -$50.9K | 0.01% | 292 |
|
|
2017
Q4 | $339K | Hold |
1,236
| – | – | 0.01% | 294 |
|
|
2017
Q3 | $316K | Hold |
1,236
| – | – | 0.01% | 310 |
|
|
2017
Q2 | $333K | Hold |
1,236
| – | – | 0.01% | 310 |
|
|
2017
Q1 | $273K | Sell |
1,236
-24
| -2% | -$5.3K | 0.01% | 328 |
|
|
2016
Q4 | $314K | Sell |
1,260
-36
| -3% | -$8.97K | 0.01% | 304 |
|
|
2016
Q3 | $375K | Buy |
1,296
+46
| +4% | +$13.3K | 0.02% | 278 |
|
|
2016
Q2 | $329K | Buy |
1,250
+60
| +5% | +$15.8K | 0.01% | 295 |
|
|
2016
Q1 | $263K | Buy |
1,190
+20
| +2% | +$4.42K | 0.01% | 312 |
|
|
2015
Q4 | $268K | Hold |
1,170
| – | – | 0.01% | 325 |
|
|
2015
Q3 | $249K | Sell |
1,170
-156
| -12% | -$33.2K | 0.01% | 354 |
|
|
2015
Q2 | $297K | Hold |
1,326
| – | – | 0.01% | 355 |
|
|
2015
Q1 | $290K | Sell |
1,326
-417
| -24% | -$91.2K | 0.01% | 358 |
|
|
2014
Q4 | $342K | Hold |
1,743
| – | – | 0.02% | 298 |
|
|
2014
Q3 | $322K | Hold |
1,743
| – | – | 0.02% | 324 |
|
|
2014
Q2 | $292K | Hold |
1,743
| – | – | 0.02% | 343 |
|
|
2014
Q1 | $323K | Hold |
1,743
| – | – | 0.02% | 313 |
|
|
2013
Q4 | $280K | Hold |
1,743
| – | – | 0.02% | 335 |
|
|
2013
Q3 | $243K | Hold |
1,743
| – | – | 0.01% | 378 |
|
|
2013
Q2 | $273K | Buy |
+1,743
| New | +$273K | 0.02% | 361 |
|