Everhart Financial Group’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 | $1.06M | Buy |
700
+101
| +17% | +$154K | 0.12% | 114 |
|
|
2025
Q1 | $829K | Buy |
599
+96
| +19% | +$133K | 0.11% | 130 |
|
|
2024
Q4 | $637K | Sell |
503
-100
| -17% | -$127K | 0.13% | 153 |
|
|
2024
Q3 | $861K | Buy |
603
+84
| +16% | +$120K | 0.19% | 116 |
|
|
2024
Q2 | $663K | Buy |
519
+60
| +13% | +$76.7K | 0.17% | 126 |
|
|
2024
Q1 | $565K | Buy |
459
+30
| +7% | +$36.9K | 0.16% | 133 |
|
|
2023
Q4 | $434K | Buy |
429
+49
| +13% | +$49.6K | 0.15% | 134 |
|
|
2023
Q3 | $320K | Buy |
380
+34
| +10% | +$28.7K | 0.14% | 147 |
|
|
2023
Q2 | $309K | Buy |
346
+38
| +12% | +$34K | 0.13% | 156 |
|
|
2023
Q1 | $227K | Buy |
+308
| New | +$227K | 0.1% | 177 |
|