Integrated Wealth Concepts’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 | $985K | Sell |
648
-268
| -29% | -$407K | 0.01% | 922 |
|
|
2025
Q1 | $1.27M | Buy |
916
+259
| +39% | +$358K | 0.01% | 724 |
|
|
2024
Q4 | $833K | Sell |
657
-219
| -25% | -$278K | 0.01% | 897 |
|
|
2024
Q3 | $1.25M | Sell |
876
-45
| -5% | -$64.2K | 0.02% | 716 |
|
|
2024
Q2 | $1.18M | Buy |
921
+149
| +19% | +$190K | 0.02% | 688 |
|
|
2024
Q1 | $950K | Buy |
772
+208
| +37% | +$256K | 0.01% | 772 |
|
|
2023
Q4 | $571K | Buy |
564
+13
| +2% | +$13.2K | 0.01% | 942 |
|
|
2023
Q3 | $464K | Buy |
551
+28
| +5% | +$23.6K | 0.01% | 1010 |
|
|
2023
Q2 | $467K | Buy |
523
+16
| +3% | +$14.3K | 0.01% | 1008 |
|
|
2023
Q1 | $373K | Buy |
+507
| New | +$373K | 0.01% | 965 |
|