Kestra Private Wealth Services’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 | $2.05M | Sell |
1,347
-1,691
| -56% | -$2.57M | 0.03% | 489 |
|
2025
Q1 | $4.2M | Sell |
3,038
-967
| -24% | -$1.34M | 0.07% | 282 |
|
2024
Q4 | $5.08M | Buy |
4,005
+1,172
| +41% | +$1.49M | 0.09% | 241 |
|
2024
Q3 | $4.04M | Buy |
2,833
+297
| +12% | +$424K | 0.07% | 270 |
|
2024
Q2 | $3.24M | Buy |
2,536
+2,248
| +781% | +$2.87M | 0.06% | 285 |
|
2024
Q1 | $355K | Buy |
+288
| New | +$355K | 0.01% | 943 |
|