Semanteon Capital 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 | $710K | Sell |
467
-213
| -31% | -$324K | 1.07% | 38 |
|
|
2025
Q1 | $941K | Sell |
680
-276
| -29% | -$382K | 0.51% | 79 |
|
|
2024
Q4 | $1.21M | Buy |
956
+109
| +13% | +$138K | 0.65% | 62 |
|
|
2024
Q3 | $1.21M | Sell |
847
-70
| -8% | -$99.9K | 0.82% | 14 |
|
|
2024
Q2 | $1.17M | Buy |
+917
| New | +$1.17M | 0.83% | 46 |
|
|
2024
Q1 | – | Sell |
-676
| Closed | -$684K | – | 315 |
|
|
2023
Q4 | $684K | Buy |
+676
| New | +$684K | 0.46% | 106 |
|