TWA
TCI Wealth Advisors’s TransDigm Group TDG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208K | Buy |
+137
| New | +$208K | 0.01% | 238 |
|
|
2023
Q2 | – | Sell |
-139
| Closed | -$102K | – | 2019 |
|
|
2023
Q1 | $102K | Hold |
139
| – | – | 0.01% | 282 |
|
|
2022
Q4 | $87.5K | Hold |
139
| – | – | 0.01% | 289 |
|
|
2022
Q3 | $73K | Buy |
139
+3
| +2% | +$1.58K | 0.01% | 297 |
|
|
2022
Q2 | $73K | Sell |
136
-13
| -9% | -$6.98K | 0.01% | 293 |
|
|
2022
Q1 | $97K | Hold |
149
| – | – | 0.01% | 268 |
|
|
2021
Q4 | $95K | Sell |
149
-2
| -1% | -$1.28K | 0.01% | 279 |
|
|
2021
Q3 | $94K | Buy |
151
+6
| +4% | +$3.74K | 0.01% | 283 |
|
|
2021
Q2 | $94K | Buy |
145
+3
| +2% | +$1.95K | 0.02% | 272 |
|
|
2021
Q1 | $83K | Buy |
142
+10
| +8% | +$5.85K | 0.04% | 256 |
|
|
2020
Q4 | $82K | Hold |
132
| – | – | 0.04% | 231 |
|
|
2020
Q3 | $63K | Hold |
132
| – | – | 0.02% | 260 |
|
|
2020
Q2 | $58K | Sell |
132
-10
| -7% | -$4.39K | 0.02% | 277 |
|
|
2020
Q1 | $45K | Sell |
142
-130
| -48% | -$41.2K | 0.02% | 320 |
|
|
2019
Q4 | $152K | Buy |
272
+133
| +96% | +$74.3K | 0.06% | 199 |
|
|
2019
Q3 | $72K | Sell |
139
-2
| -1% | -$1.04K | 0.03% | 262 |
|
|
2019
Q2 | $68K | Hold |
141
| – | – | 0.03% | 262 |
|
|
2019
Q1 | $64K | Sell |
141
-2
| -1% | -$908 | 0.03% | 294 |
|
|
2018
Q4 | $49K | Buy |
143
+3
| +2% | +$1.03K | 0.02% | 308 |
|
|
2018
Q3 | $52K | Hold |
140
| – | – | 0.02% | 323 |
|
|
2018
Q2 | $48K | Buy |
140
+10
| +8% | +$3.43K | 0.02% | 332 |
|
|
2018
Q1 | $40K | Hold |
130
| – | – | 0.02% | 359 |
|
|
2017
Q4 | $36K | Hold |
130
| – | – | 0.02% | 391 |
|
|
2017
Q3 | $33K | Sell |
130
-20
| -13% | -$5.08K | 0.02% | 383 |
|
|
2017
Q2 | $40K | Buy |
150
+20
| +15% | +$5.33K | 0.02% | 348 |
|
|
2017
Q1 | $29K | Buy |
130
+17
| +15% | +$3.79K | 0.02% | 390 |
|
|
2016
Q4 | $28K | Buy |
113
+13
| +13% | +$3.22K | 0.01% | 425 |
|
|
2016
Q3 | $29K | Buy |
100
+2
| +2% | +$580 | 0.02% | 378 |
|
|
2016
Q2 | $26K | Hold |
98
| – | – | 0.01% | 400 |
|
|
2016
Q1 | $22K | Buy |
98
+28
| +40% | +$6.29K | 0.01% | 427 |
|
|
2015
Q4 | $16K | Buy |
70
+15
| +27% | +$3.43K | 0.01% | 477 |
|
|
2015
Q3 | $12K | Buy |
55
+14
| +34% | +$3.06K | 0.01% | 482 |
|
|
2015
Q2 | $9K | Hold |
41
| – | – | 0.01% | 546 |
|
|
2015
Q1 | $9K | Hold |
41
| – | – | 0.01% | 478 |
|
|
2014
Q4 | $8K | Buy |
41
+4
| +11% | +$780 | ﹤0.01% | 494 |
|
|
2014
Q3 | $7K | Buy |
+37
| New | +$7K | ﹤0.01% | 508 |
|