Forum Financial Management’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 | $485K | Hold |
319
| – | – | 0.01% | 424 |
|
|
2025
Q1 | $441K | Hold |
319
| – | – | 0.01% | 421 |
|
|
2024
Q4 | $404K | Hold |
319
| – | – | 0.01% | 473 |
|
|
2024
Q3 | $455K | Sell |
319
-1
| -0.3% | -$1.43K | 0.01% | 358 |
|
|
2024
Q2 | $409K | Buy |
320
+1
| +0.3% | +$1.28K | 0.01% | 371 |
|
|
2024
Q1 | $393K | Hold |
319
| – | – | 0.01% | 405 |
|
|
2023
Q4 | $323K | Sell |
319
-7
| -2% | -$7.08K | 0.01% | 424 |
|
|
2023
Q3 | $275K | Buy |
326
+8
| +3% | +$6.75K | 0.01% | 448 |
|
|
2023
Q2 | $284K | Buy |
318
+4
| +1% | +$3.58K | 0.01% | 454 |
|
|
2023
Q1 | $231K | Buy |
+314
| New | +$231K | 0.01% | 496 |
|
|
2022
Q2 | – | Sell |
-315
| Closed | -$205K | – | 648 |
|
|
2022
Q1 | $205K | Hold |
315
| – | – | 0.01% | 560 |
|
|
2021
Q4 | $200K | Buy |
+315
| New | +$200K | 0.01% | 625 |
|