IFP Advisors’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 | $591K | Sell |
269
-2
| -0.7% | -$4.39K | 0.02% | 767 |
|
|
2025
Q1 | $374K | Buy |
271
+32
| +13% | +$44.2K | 0.01% | 879 |
|
|
2024
Q4 | $303K | Buy |
239
+32
| +15% | +$40.6K | 0.01% | 940 |
|
|
2024
Q3 | $296K | Buy |
207
+11
| +6% | +$15.7K | 0.01% | 905 |
|
|
2024
Q2 | $250K | Sell |
196
-102
| -34% | -$130K | 0.01% | 925 |
|
|
2024
Q1 | $368K | Sell |
298
-25
| -8% | -$30.9K | 0.02% | 720 |
|
|
2023
Q4 | $327K | Buy |
323
+60
| +23% | +$60.7K | 0.02% | 732 |
|
|
2023
Q3 | $222K | Sell |
263
-2
| -0.8% | -$1.69K | 0.01% | 921 |
|
|
2023
Q2 | $237K | Buy |
265
+23
| +10% | +$20.6K | 0.01% | 945 |
|
|
2023
Q1 | $81.9K | Sell |
242
-226
| -48% | -$76.5K | ﹤0.01% | 1349 |
|
|
2022
Q4 | $164K | Sell |
468
-12
| -3% | -$4.21K | ﹤0.01% | 1455 |
|
|
2022
Q3 | $171K | Buy |
480
+82
| +21% | +$29.2K | ﹤0.01% | 1509 |
|
|
2022
Q2 | $144K | Hold |
398
| – | – | ﹤0.01% | 1475 |
|
|
2022
Q1 | $144K | Buy |
398
+395
| +13,167% | +$143K | ﹤0.01% | 1475 |
|
|
2021
Q4 | $2K | Buy |
3
+1
| +50% | +$667 | ﹤0.01% | 2793 |
|
|
2021
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 3068 |
|
|
2021
Q2 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 2916 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4149 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 3964 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 3822 |
|
|
2020
Q2 | – | Sell |
-13
| Closed | -$5K | – | 3646 |
|
|
2020
Q1 | $5K | Sell |
13
-13
| -50% | -$5K | ﹤0.01% | 2058 |
|
|
2019
Q4 | $16K | Buy |
+26
| New | +$16K | ﹤0.01% | 1732 |
|
|
2019
Q1 | – | Sell |
-306
| Closed | -$103K | – | 3299 |
|
|
2018
Q4 | $103K | Buy |
306
+25
| +9% | +$8.42K | 0.01% | 1175 |
|
|
2018
Q3 | $105K | Hold |
281
| – | – | ﹤0.01% | 1438 |
|
|
2018
Q2 | $97K | Hold |
281
| – | – | ﹤0.01% | 1492 |
|
|
2018
Q1 | $77K | Hold |
281
| – | – | ﹤0.01% | 1537 |
|
|
2017
Q4 | $77K | Hold |
281
| – | – | ﹤0.01% | 1534 |
|
|
2017
Q3 | $72K | Hold |
281
| – | – | ﹤0.01% | 1747 |
|
|
2017
Q2 | $76K | Sell |
281
-3
| -1% | -$811 | ﹤0.01% | 1684 |
|
|
2017
Q1 | $63K | Sell |
284
-11
| -4% | -$2.44K | ﹤0.01% | 1777 |
|
|
2016
Q4 | $73K | Buy |
295
+46
| +18% | +$11.4K | ﹤0.01% | 1650 |
|
|
2016
Q3 | $72K | Hold |
249
| – | – | ﹤0.01% | 1577 |
|
|
2016
Q2 | $66K | Buy |
+249
| New | +$66K | ﹤0.01% | 1587 |
|
|
2016
Q1 | – | Sell |
-49
| Closed | -$11K | – | 3340 |
|
|
2015
Q4 | $11K | Buy |
+49
| New | +$11K | ﹤0.01% | 2524 |
|