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