Steward Partners Investment Advisory’s TransDigm Group TDG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.99M | Sell |
2,579
-2,364
| -48% | -$3.1M | 0.02% | 702 |
|
|
2025
Q4 | $6.57M | Sell |
4,943
-2,227
| -31% | -$2.92M | 0.04% | 405 |
|
|
2025
Q3 | $9.45M | Sell |
7,170
-690
| -9% | -$986K | 0.05% | 295 |
|
|
2025
Q2 | $12M | Buy |
7,860
+630
| +9% | +$885K | 0.09% | 221 |
|
|
2025
Q1 | $10M | Sell |
7,230
-607
| -8% | -$809K | 0.09% | 227 |
|
|
2024
Q4 | $9.93M | Buy |
7,837
+251
| +3% | +$331K | 0.09% | 219 |
|
|
2024
Q3 | $10.8M | Buy |
7,586
+92
| +1% | +$120K | 0.1% | 202 |
|
|
2024
Q2 | $9.57M | Buy |
7,494
+199
| +3% | +$255K | 0.1% | 203 |
|
|
2024
Q1 | $8.98M | Buy |
7,295
+504
| +7% | +$567K | 0.1% | 216 |
|
|
2023
Q4 | $6.87M | Buy |
6,791
+988
| +17% | +$911K | 0.09% | 223 |
|
|
2023
Q3 | $4.89M | Buy |
5,803
+4,356
| +301% | +$3.82M | 0.08% | 258 |
|
|
2023
Q2 | $1.29M | Buy |
1,447
+914
| +171% | +$723K | 0.02% | 617 |
|
|
2023
Q1 | $393K | Buy |
533
+64
| +14% | +$45.7K | 0.01% | 1012 |
|
|
2022
Q4 | $295K | Sell |
469
-24
| -5% | -$14.1K | 0.01% | 1083 |
|
|
2022
Q3 | $259K | Sell |
493
-28
| -5% | -$16.7K | ﹤0.01% | 1092 |
|
|
2022
Q2 | $280K | Sell |
521
-225
| -30% | -$133K | 0.01% | 1066 |
|
|
2022
Q1 | $486K | Buy |
746
+227
| +44% | +$146K | 0.01% | 934 |
|
|
2021
Q4 | $330K | Buy |
519
+400
| +336% | +$250K | 0.01% | 1099 |
|
|
2021
Q3 | $74K | Buy |
119
+21
| +21% | +$13.1K | ﹤0.01% | 1685 |
|
|
2021
Q2 | $63K | Sell |
98
-125
| -56% | -$78.4K | ﹤0.01% | 2863 |
|
|
2021
Q1 | $131K | Buy |
223
+140
| +169% | +$82.5K | ﹤0.01% | 1486 |
|
|
2020
Q4 | $51K | Buy |
83
+64
| +337% | +$35.2K | ﹤0.01% | 1666 |
|
|
2020
Q3 | $9K | Sell |
19
-6
| -24% | -$2.82K | ﹤0.01% | 2193 |
|
|
2020
Q2 | $11K | Hold |
25
| – | – | ﹤0.01% | 2014 |
|
|
2020
Q1 | $8K | Buy |
25
+15
| +150% | +$8.17K | ﹤0.01% | 1948 |
|
|
2019
Q4 | $5K | Hold |
10
| – | – | ﹤0.01% | 2253 |
|
|
2019
Q3 | $5K | Sell |
10
-21
| -68% | -$10.8K | ﹤0.01% | 2258 |
|
|
2019
Q2 | $14K | Buy |
+31
| New | +$14.5K | ﹤0.01% | 1850 |
|
|
2018
Q4 | – | Sell |
-31
| Closed | -$12K | – | 2008 |
|
|
2018
Q3 | $12K | Buy |
31
+21
| +210% | +$7.56K | ﹤0.01% | 1809 |
|
|
2018
Q2 | $3K | Hold |
10
| – | – | ﹤0.01% | 2146 |
|
|
2018
Q1 | $3K | Hold |
10
| – | – | ﹤0.01% | 1943 |
|
|
2017
Q4 | $2K | Sell |
10
-1
| -9% | -$272 | ﹤0.01% | 1722 |
|
|
2017
Q3 | $2K | Buy |
11
+1
| +10% | +$271 | ﹤0.01% | 1525 |
|
|
2017
Q2 | $2K | Hold |
10
| – | – | ﹤0.01% | 1444 |
|
|
2017
Q1 | $2K | Hold |
10
| – | – | ﹤0.01% | 1332 |
|
|
2016
Q4 | $2K | Buy |
+10
| New | +$2.63K | ﹤0.01% | 770 |
|
Other funds holding TDG
VCM
VPM
