Mount Yale Investment Advisors’s Transmedics TMDX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.2K | Buy |
+360
| New | +$48.2K | ﹤0.01% | 825 |
|
|
2024
Q1 | – | Sell |
-4,916
| Closed | -$388K | – | 563 |
|
|
2023
Q4 | $388K | Sell |
4,916
-6,783
| -58% | -$535K | 0.04% | 366 |
|
|
2023
Q3 | $641K | Buy |
11,699
+119
| +1% | +$6.52K | 0.07% | 264 |
|
|
2023
Q2 | $972K | Buy |
11,580
+6,451
| +126% | +$542K | 0.1% | 199 |
|
|
2023
Q1 | $388K | Buy |
5,129
+1,844
| +56% | +$140K | 0.04% | 335 |
|
|
2022
Q4 | $203K | Buy |
+3,285
| New | +$203K | 0.02% | 430 |
|