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