J.W. Cole Advisors’s Transmedics TMDX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-12,384
Closed -$772K 1349
2024
Q4
$772K Buy
12,384
+2,127
+21% +$133K 0.03% 490
2024
Q3
$1.61M Sell
10,257
-4,048
-28% -$636K 0.07% 290
2024
Q2
$2.15M Buy
+14,305
New +$2.15M 0.1% 203
2024
Q1
Sell
-6,526
Closed -$515K 921
2023
Q4
$515K Sell
6,526
-10,449
-62% -$825K 0.03% 477
2023
Q3
$929K Buy
+16,975
New +$929K 0.07% 272
2023
Q2
Sell
-5,130
Closed -$388K 817
2023
Q1
$388K Buy
+5,130
New +$388K 0.03% 515