Shira Ridge 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 | $617K | Hold |
406
| – | – | 0.28% | 45 |
|
|
2025
Q1 | $562K | Hold |
406
| – | – | 0.28% | 47 |
|
|
2024
Q4 | $515K | Hold |
406
| – | – | 0.25% | 48 |
|
|
2024
Q3 | $579K | Sell |
406
-565
| -58% | -$806K | 0.3% | 51 |
|
|
2024
Q2 | $1.24M | Sell |
971
-1,200
| -55% | -$1.53M | 0.69% | 26 |
|
|
2024
Q1 | $2.67M | Hold |
2,171
| – | – | 1.53% | 18 |
|
|
2023
Q4 | $2.2M | Hold |
2,171
| – | – | 1.32% | 22 |
|
|
2023
Q3 | $1.83M | Hold |
2,171
| – | – | 1.2% | 23 |
|
|
2023
Q2 | $1.94M | Hold |
2,171
| – | – | 1.22% | 23 |
|
|
2023
Q1 | $1.6M | Hold |
2,171
| – | – | 1.06% | 23 |
|
|
2022
Q4 | $1.37M | Buy |
+2,171
| New | +$1.37M | 0.94% | 24 |
|