Mill Capital Management’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
$39.7M Sell
26,107
-78
-0.3% -$119K 3.11% 9
2025
Q1
$36.2M Sell
26,185
-34
-0.1% -$47K 2.9% 10
2024
Q4
$33.2M Sell
26,219
-324
-1% -$411K 2.63% 12
2024
Q3
$37.9M Sell
26,543
-91
-0.3% -$130K 2.96% 10
2024
Q2
$34M Sell
26,634
-83
-0.3% -$106K 2.81% 10
2024
Q1
$32.9M Sell
26,717
-576
-2% -$709K 2.75% 9
2023
Q4
$27.6M Sell
27,293
-627
-2% -$634K 2.47% 11
2023
Q3
$23.5M Sell
27,920
-62
-0.2% -$52.3K 2.3% 13
2023
Q2
$25M Buy
27,982
+322
+1% +$288K 2.35% 12
2023
Q1
$20.4M Buy
27,660
+143
+0.5% +$105K 2.07% 15
2022
Q4
$17.3M Sell
27,517
-2
-0% -$1.26K 1.9% 17
2022
Q3
$14.4M Buy
27,519
+895
+3% +$470K 1.69% 19
2022
Q2
$14.3M Buy
26,624
+1,802
+7% +$967K 1.58% 19
2022
Q1
$16.2M Buy
24,822
+465
+2% +$303K 1.55% 19
2021
Q4
$15.5M Buy
+24,357
New +$15.5M 1.59% 18