GeoWealth 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 | $354K | Sell |
233
-4
| -2% | -$6.08K | 0.01% | 501 |
|
|
2025
Q1 | $328K | Sell |
237
-36
| -13% | -$49.8K | 0.01% | 526 |
|
|
2024
Q4 | $346K | Sell |
273
-106
| -28% | -$134K | 0.01% | 579 |
|
|
2024
Q3 | $541K | Sell |
379
-66
| -15% | -$94.2K | 0.02% | 454 |
|
|
2024
Q2 | $569K | Buy |
445
+73
| +20% | +$93.3K | 0.02% | 398 |
|
|
2024
Q1 | $458K | Sell |
372
-13
| -3% | -$16K | 0.02% | 460 |
|
|
2023
Q4 | $389K | Buy |
+385
| New | +$389K | 0.03% | 375 |
|