Smith Salley 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 | $12.4M | Buy |
8,140
+259
| +3% | +$394K | 0.72% | 41 |
|
|
2025
Q1 | $10.9M | Buy |
7,881
+282
| +4% | +$390K | 0.71% | 42 |
|
|
2024
Q4 | $9.63M | Buy |
7,599
+283
| +4% | +$359K | 0.62% | 44 |
|
|
2024
Q3 | $10.4M | Buy |
7,316
+7,131
| +3,855% | +$10.2M | 0.68% | 46 |
|
|
2024
Q2 | $236K | Sell |
185
-1
| -0.5% | -$1.28K | 0.02% | 211 |
|
|
2024
Q1 | $229K | Buy |
+186
| New | +$229K | 0.02% | 209 |
|
|
2020
Q2 | – | Sell |
-6,216
| Closed | -$1.99M | – | 196 |
|
|
2020
Q1 | $1.99M | Sell |
6,216
-7,746
| -55% | -$2.48M | 0.33% | 68 |
|
|
2019
Q4 | $7.82M | Sell |
13,962
-77
| -0.5% | -$43.1K | 1.03% | 36 |
|
|
2019
Q3 | $7.31M | Buy |
14,039
+562
| +4% | +$293K | 1.04% | 39 |
|
|
2019
Q2 | $6.52M | Buy |
13,477
+593
| +5% | +$287K | 0.98% | 38 |
|
|
2019
Q1 | $5.85M | Sell |
12,884
-4,151
| -24% | -$1.88M | 0.94% | 40 |
|
|
2018
Q4 | $5.79M | Buy |
17,035
+609
| +4% | +$207K | 1.07% | 37 |
|
|
2018
Q3 | $6.12M | Buy |
16,426
+639
| +4% | +$238K | 0.97% | 41 |
|
|
2018
Q2 | $5.45M | Buy |
15,787
+1,229
| +8% | +$424K | 0.93% | 41 |
|
|
2018
Q1 | $4.47M | Buy |
+14,558
| New | +$4.47M | 0.8% | 47 |
|