Insight Wealth Strategies’s TransDigm Group TDG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-1,027
| Closed | -$1.31M | – | 170 |
|
2024
Q2 | $1.31M | Sell |
1,027
-29
| -3% | -$37K | 0.19% | 111 |
|
2024
Q1 | $1.3M | Sell |
1,056
-380
| -26% | -$468K | 0.19% | 114 |
|
2023
Q4 | $1.45M | Sell |
1,436
-85
| -6% | -$86K | 0.23% | 98 |
|
2023
Q3 | $1.28M | Buy |
1,521
+20
| +1% | +$16.9K | 0.25% | 87 |
|
2023
Q2 | $1.34M | Sell |
1,501
-27
| -2% | -$24.1K | 0.26% | 77 |
|
2023
Q1 | $1.13M | Sell |
1,528
-117
| -7% | -$86.3K | 0.22% | 84 |
|
2022
Q4 | $1.04M | Buy |
1,645
+46
| +3% | +$29K | 0.2% | 89 |
|
2022
Q3 | $858K | Hold |
1,599
| – | – | 0.16% | 101 |
|
2022
Q2 | $858K | Sell |
1,599
-57
| -3% | -$30.6K | 0.16% | 101 |
|
2022
Q1 | $1.08M | Buy |
1,656
+43
| +3% | +$28K | 0.16% | 102 |
|
2021
Q4 | $1.03M | Buy |
1,613
+35
| +2% | +$22.3K | 0.15% | 96 |
|
2021
Q3 | $985K | Buy |
1,578
+47
| +3% | +$29.3K | 0.14% | 102 |
|
2021
Q2 | $991K | Sell |
1,531
-338
| -18% | -$219K | 0.14% | 100 |
|
2021
Q1 | $1.1M | Buy |
1,869
+192
| +11% | +$113K | 0.15% | 98 |
|
2020
Q4 | $1.04M | Sell |
1,677
-2
| -0.1% | -$1.24K | 0.18% | 70 |
|
2020
Q3 | $798K | Buy |
1,679
+507
| +43% | +$241K | 0.15% | 68 |
|
2020
Q2 | $518K | Buy |
+1,172
| New | +$518K | 0.12% | 83 |
|
2020
Q1 | – | Sell |
-1,435
| Closed | -$804K | – | 192 |
|
2019
Q4 | $804K | Buy |
1,435
+63
| +5% | +$35.3K | 0.17% | 93 |
|
2019
Q3 | $714K | Buy |
+1,372
| New | +$714K | 0.17% | 92 |
|