MinichMacGregor Wealth Management’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-2,427
| Closed | -$1.52M | – | 95 |
|
2021
Q3 | $1.52M | Buy |
2,427
+498
| +26% | +$311K | 0.51% | 41 |
|
2021
Q2 | $1.25M | Sell |
1,929
-1
| -0.1% | -$647 | 0.44% | 44 |
|
2021
Q1 | $1.13M | Buy |
1,930
+368
| +24% | +$216K | 0.42% | 44 |
|
2020
Q4 | $966K | Buy |
+1,562
| New | +$966K | 0.39% | 45 |
|
2020
Q3 | – | Sell |
-1,380
| Closed | -$610K | – | 73 |
|
2020
Q2 | $610K | Buy |
+1,380
| New | +$610K | 0.34% | 40 |
|
2017
Q3 | – | Hold |
0
| – | – | – | 527 |
|
2017
Q2 | – | Hold |
0
| – | – | – | 524 |
|
2016
Q3 | – | Sell |
-8
| Closed | -$2K | – | 485 |
|
2016
Q2 | $2K | Hold |
8
| – | – | ﹤0.01% | 371 |
|
2016
Q1 | $1K | Sell |
8
-1
| -11% | -$125 | ﹤0.01% | 402 |
|
2015
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 336 |
|