Loring Wolcott & Coolidge Fiduciary 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 | $415K | Sell |
273
-29
| -10% | -$44.1K | ﹤0.01% | 222 |
|
|
2025
Q1 | $408K | Buy |
302
+4
| +1% | +$5.41K | ﹤0.01% | 225 |
|
|
2024
Q4 | $401K | Sell |
298
-8
| -3% | -$10.8K | ﹤0.01% | 230 |
|
|
2024
Q3 | $412K | Buy |
306
+126
| +70% | +$170K | ﹤0.01% | 226 |
|
|
2024
Q2 | $230K | Hold |
180
| – | – | ﹤0.01% | 262 |
|
|
2024
Q1 | $216K | Hold |
180
| – | – | ﹤0.01% | 268 |
|
|
2023
Q4 | $197K | Buy |
180
+10
| +6% | +$10.9K | ﹤0.01% | 283 |
|
|
2023
Q3 | $148K | Buy |
170
+23
| +16% | +$20K | ﹤0.01% | 314 |
|
|
2023
Q2 | $131K | Buy |
147
+7
| +5% | +$6.26K | ﹤0.01% | 337 |
|
|
2023
Q1 | $103K | Buy |
140
+115
| +460% | +$84.8K | ﹤0.01% | 340 |
|
|
2022
Q4 | $15.7K | Buy |
+25
| New | +$15.7K | ﹤0.01% | 477 |
|
|
2022
Q3 | – | Sell |
-99
| Closed | -$53K | – | 636 |
|
|
2022
Q2 | $53K | Hold |
99
| – | – | ﹤0.01% | 419 |
|
|
2022
Q1 | $65K | Buy |
+99
| New | +$65K | ﹤0.01% | 420 |
|
|
2021
Q3 | – | Sell |
-7
| Closed | -$5K | – | 919 |
|
|
2021
Q2 | $5K | Buy |
+7
| New | +$5K | ﹤0.01% | 748 |
|
|
2015
Q4 | – | Sell |
-820
| Closed | -$184K | – | 674 |
|
|
2015
Q3 | $184K | Hold |
820
| – | – | ﹤0.01% | 283 |
|
|
2015
Q2 | $184K | Hold |
820
| – | – | ﹤0.01% | 283 |
|
|
2015
Q1 | $179K | Sell |
820
-180
| -18% | -$39.3K | ﹤0.01% | 299 |
|
|
2014
Q4 | $196K | Hold |
1,000
| – | – | 0.01% | 280 |
|
|
2014
Q3 | $184K | Hold |
1,000
| – | – | 0.01% | 281 |
|
|
2014
Q2 | $167K | Hold |
1,000
| – | – | ﹤0.01% | 293 |
|
|
2014
Q1 | $185K | Buy |
+1,000
| New | +$185K | 0.01% | 272 |
|