EverSource Wealth Advisors’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421K | Buy |
277
+18
| +7% | +$27.4K | 0.02% | 520 |
|
|
2025
Q1 | $358K | Buy |
259
+50
| +24% | +$69.2K | 0.02% | 466 |
|
|
2024
Q4 | $265K | Buy |
209
+31
| +17% | +$39.3K | 0.01% | 541 |
|
|
2024
Q3 | $254K | Buy |
178
+7
| +4% | +$9.98K | 0.02% | 489 |
|
|
2024
Q2 | $221K | Buy |
171
+12
| +8% | +$15.5K | 0.01% | 527 |
|
|
2024
Q1 | $198K | Sell |
159
-7
| -4% | -$8.73K | 0.02% | 492 |
|
|
2023
Q4 | $168K | Sell |
166
-9
| -5% | -$9.1K | 0.02% | 478 |
|
|
2023
Q3 | $147K | Sell |
175
-23
| -12% | -$19.3K | 0.02% | 470 |
|
|
2023
Q2 | $177K | Buy |
198
+50
| +34% | +$44.6K | 0.02% | 430 |
|
|
2023
Q1 | $109K | Sell |
148
-1
| -0.7% | -$736 | 0.01% | 517 |
|
|
2022
Q4 | $93.6K | Sell |
149
-5
| -3% | -$3.14K | 0.01% | 530 |
|
|
2022
Q3 | $81K | Sell |
154
-17
| -10% | -$8.94K | 0.02% | 499 |
|
|
2022
Q2 | $92K | Buy |
171
+64
| +60% | +$34.4K | 0.02% | 394 |
|
|
2022
Q1 | $70K | Buy |
107
+69
| +182% | +$45.1K | 0.02% | 409 |
|
|
2021
Q4 | $24K | Buy |
+38
| New | +$24K | 0.01% | 618 |
|