Plante Moran Financial Advisors’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1
| Closed | -$630 | – | 938 |
|
|
2022
Q4 | $630 | Buy |
+1
| New | +$630 | ﹤0.01% | 782 |
|
|
2022
Q1 | – | Sell |
-11
| Closed | -$7K | – | 1017 |
|
|
2021
Q4 | $7K | Buy |
11
+8
| +267% | +$5.09K | ﹤0.01% | 762 |
|
|
2021
Q3 | $2K | Hold |
3
| – | – | ﹤0.01% | 877 |
|
|
2021
Q2 | $2K | Hold |
3
| – | – | ﹤0.01% | 888 |
|
|
2021
Q1 | $2K | Buy |
+3
| New | +$2K | ﹤0.01% | 928 |
|
|
2020
Q4 | – | Sell |
-58
| Closed | -$28K | – | 1016 |
|
|
2020
Q3 | $28K | Buy |
+58
| New | +$28K | 0.01% | 428 |
|
|
2020
Q1 | – | Sell |
-7
| Closed | -$4K | – | 846 |
|
|
2019
Q4 | $4K | Hold |
7
| – | – | ﹤0.01% | 641 |
|
|
2019
Q3 | $4K | Hold |
7
| – | – | ﹤0.01% | 721 |
|
|
2019
Q2 | $3K | Buy |
7
+3
| +75% | +$1.29K | ﹤0.01% | 703 |
|
|
2019
Q1 | $2K | Hold |
4
| – | – | ﹤0.01% | 722 |
|
|
2018
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 835 |
|
|
2018
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 734 |
|
|
2018
Q2 | $1K | Sell |
4
-3
| -43% | -$750 | ﹤0.01% | 780 |
|
|
2018
Q1 | $2K | Sell |
7
-2
| -22% | -$571 | ﹤0.01% | 865 |
|
|
2017
Q4 | $2K | Hold |
9
| – | – | ﹤0.01% | 801 |
|
|
2017
Q3 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 735 |
|
|
2017
Q2 | $1K | Buy |
5
+2
| +67% | +$400 | ﹤0.01% | 802 |
|
|
2017
Q1 | $1K | Sell |
3
-10
| -77% | -$3.33K | ﹤0.01% | 839 |
|
|
2016
Q4 | $3K | Sell |
13
-3
| -19% | -$692 | ﹤0.01% | 813 |
|
|
2016
Q3 | $5K | Hold |
16
| – | – | ﹤0.01% | 709 |
|
|
2016
Q2 | $4K | Buy |
16
+1
| +7% | +$250 | ﹤0.01% | 687 |
|
|
2016
Q1 | $3K | Buy |
+15
| New | +$3K | ﹤0.01% | 673 |
|
|
2014
Q1 | – | Sell |
-4
| Closed | -$1K | – | 691 |
|
|
2013
Q4 | $1K | Hold |
4
| – | – | ﹤0.01% | 665 |
|
|
2013
Q3 | $1K | Buy |
+4
| New | +$1K | ﹤0.01% | 608 |
|