Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $378K | Buy |
248
+19
| +8% | +$28.9K | 0.01% | 761 |
|
|
2025
Q1 | $317K | Sell |
229
-16
| -7% | -$22.1K | 0.01% | 792 |
|
|
2024
Q4 | $324K | Sell |
245
-112
| -31% | -$148K | 0.01% | 786 |
|
|
2024
Q3 | $510K | Buy |
357
+66
| +23% | +$94.2K | 0.01% | 611 |
|
|
2024
Q2 | $372K | Buy |
291
+101
| +53% | +$129K | 0.01% | 619 |
|
|
2024
Q1 | $234K | Buy |
+190
| New | +$234K | 0.01% | 747 |
|
|
2021
Q1 | – | Sell |
-86
| Closed | -$53K | – | 961 |
|
|
2020
Q4 | $53K | Buy |
+86
| New | +$53K | 0.01% | 728 |
|
|
2018
Q2 | – | Sell |
-50
| Closed | -$15K | – | 553 |
|
|
2018
Q1 | $15K | Hold |
50
| – | – | 0.01% | 474 |
|
|
2017
Q4 | $14K | Hold |
50
| – | – | 0.01% | 463 |
|
|
2017
Q3 | $13K | Hold |
50
| – | – | ﹤0.01% | 486 |
|
|
2017
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 480 |
|
|
2017
Q1 | $11K | Hold |
50
| – | – | ﹤0.01% | 522 |
|
|
2016
Q4 | $12K | Buy |
+50
| New | +$12K | ﹤0.01% | 541 |
|
|
2016
Q2 | – | Sell |
-31
| Closed | -$7K | – | 458 |
|
|
2016
Q1 | $7K | Buy |
+31
| New | +$7K | ﹤0.01% | 245 |
|