Kingswood Wealth Advisors’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 | $373K | Buy |
245
+32
| +15% | +$48.7K | 0.03% | 502 |
|
|
2025
Q1 | $295K | Hold |
213
| – | – | 0.03% | 554 |
|
|
2024
Q4 | $270K | Sell |
213
-1,765
| -89% | -$2.24M | 0.02% | 642 |
|
|
2024
Q3 | $2.82M | Sell |
1,978
-136
| -6% | -$194K | 0.2% | 117 |
|
|
2024
Q2 | $2.7M | Sell |
2,114
-108
| -5% | -$138K | 0.24% | 90 |
|
|
2024
Q1 | $2.74M | Sell |
2,222
-66
| -3% | -$81.3K | 0.32% | 69 |
|
|
2023
Q4 | $2.31M | Sell |
2,288
-276
| -11% | -$279K | 0.26% | 80 |
|
|
2023
Q3 | $2.16M | Buy |
+2,564
| New | +$2.16M | 0.37% | 70 |
|