Mount Yale Investment 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 | $6.08K | Buy |
+4
| New | +$6.08K | ﹤0.01% | 1203 |
|
|
2024
Q4 | – | Sell |
-308
| Closed | -$440K | – | 595 |
|
|
2024
Q3 | $440K | Sell |
308
-372
| -55% | -$531K | 0.04% | 366 |
|
|
2024
Q2 | $869K | Sell |
680
-20
| -3% | -$25.6K | 0.07% | 237 |
|
|
2024
Q1 | $862K | Sell |
700
-256
| -27% | -$315K | 0.07% | 248 |
|
|
2023
Q4 | $967K | Sell |
956
-5
| -0.5% | -$5.06K | 0.09% | 207 |
|
|
2023
Q3 | $810K | Sell |
961
-720
| -43% | -$607K | 0.09% | 221 |
|
|
2023
Q2 | $1.5M | Buy |
1,681
+7
| +0.4% | +$6.26K | 0.16% | 135 |
|
|
2023
Q1 | $1.23M | Sell |
1,674
-300
| -15% | -$221K | 0.14% | 154 |
|
|
2022
Q4 | $1.24M | Buy |
1,974
+802
| +68% | +$505K | 0.14% | 151 |
|
|
2022
Q3 | $615K | Buy |
1,172
+10
| +0.9% | +$5.25K | 0.08% | 243 |
|
|
2022
Q2 | $624K | Buy |
1,162
+176
| +18% | +$94.5K | 0.08% | 248 |
|
|
2022
Q1 | $642K | Buy |
986
+47
| +5% | +$30.6K | 0.07% | 269 |
|
|
2021
Q4 | $597K | Sell |
939
-335
| -26% | -$213K | 0.06% | 269 |
|
|
2021
Q3 | $796K | Sell |
1,274
-355
| -22% | -$222K | 0.09% | 222 |
|
|
2021
Q2 | $1.05M | Buy |
1,629
+193
| +13% | +$125K | 0.13% | 168 |
|
|
2021
Q1 | $844K | Buy |
1,436
+344
| +32% | +$202K | 0.11% | 193 |
|
|
2020
Q4 | $676K | Buy |
1,092
+500
| +84% | +$310K | 0.09% | 217 |
|
|
2020
Q3 | $281K | Buy |
+592
| New | +$281K | 0.04% | 283 |
|