Pinnacle Wealth Planning Services’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 | $630K | Buy |
414
+54
| +15% | +$82.1K | 0.08% | 156 |
|
|
2025
Q1 | $498K | Buy |
360
+17
| +5% | +$23.5K | 0.07% | 166 |
|
|
2024
Q4 | $435K | Sell |
343
-59
| -15% | -$74.8K | 0.07% | 175 |
|
|
2024
Q3 | $574K | Sell |
402
-10
| -2% | -$14.3K | 0.08% | 168 |
|
|
2024
Q2 | $526K | Buy |
412
+103
| +33% | +$132K | 0.08% | 168 |
|
|
2024
Q1 | $381K | Hold |
309
| – | – | 0.06% | 239 |
|
|
2023
Q4 | $313K | Hold |
309
| – | – | 0.05% | 262 |
|
|
2023
Q3 | $261K | Sell |
309
-4
| -1% | -$3.37K | 0.04% | 288 |
|
|
2023
Q2 | $280K | Hold |
313
| – | – | 0.05% | 276 |
|
|
2023
Q1 | $231K | Buy |
+313
| New | +$231K | 0.04% | 336 |
|
|
2022
Q2 | – | Sell |
-358
| Closed | -$233K | – | 470 |
|
|
2022
Q1 | $233K | Buy |
358
+29
| +9% | +$18.9K | 0.04% | 332 |
|
|
2021
Q4 | $210K | Buy |
+329
| New | +$210K | 0.04% | 352 |
|
|
2021
Q1 | – | Sell |
-217
| Closed | -$134K | – | 1753 |
|
|
2020
Q4 | $134K | Buy |
+217
| New | +$134K | 0.03% | 372 |
|