United Capital Financial Advisors’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 | $2.04M | Buy |
1,339
+9
| +0.7% | +$13.7K | 0.02% | 437 |
|
|
2025
Q1 | $1.84M | Buy |
1,330
+97
| +8% | +$134K | 0.02% | 437 |
|
|
2024
Q4 | $1.56M | Buy |
1,233
+17
| +1% | +$21.6K | 0.01% | 466 |
|
|
2024
Q3 | $1.74M | Buy |
1,216
+5
| +0.4% | +$7.14K | 0.01% | 445 |
|
|
2024
Q2 | $1.55M | Sell |
1,211
-32
| -3% | -$40.9K | 0.01% | 448 |
|
|
2024
Q1 | $1.53M | Sell |
1,243
-44
| -3% | -$54.2K | 0.01% | 476 |
|
|
2023
Q4 | $1.3M | Buy |
+1,287
| New | +$1.3M | 0.01% | 499 |
|
|
2023
Q2 | – | Sell |
-836
| Closed | -$616K | – | 966 |
|
|
2023
Q1 | $616K | Buy |
+836
| New | +$616K | ﹤0.01% | 683 |
|
|
2020
Q2 | – | Sell |
-8,681
| Closed | -$2.78M | – | 1250 |
|
|
2020
Q1 | $2.78M | Buy |
8,681
+997
| +13% | +$319K | 0.02% | 435 |
|
|
2019
Q4 | $4.3M | Buy |
7,684
+76
| +1% | +$42.6K | 0.03% | 448 |
|
|
2019
Q3 | $3.96M | Buy |
7,608
+248
| +3% | +$129K | 0.03% | 461 |
|
|
2019
Q2 | $3.56M | Buy |
7,360
+761
| +12% | +$368K | 0.02% | 480 |
|
|
2019
Q1 | $3M | Buy |
+6,599
| New | +$3M | 0.02% | 508 |
|
|
2016
Q3 | – | Sell |
-798
| Closed | -$211K | – | 1309 |
|
|
2016
Q2 | $211K | Sell |
798
-698
| -47% | -$185K | ﹤0.01% | 1155 |
|
|
2016
Q1 | $330K | Buy |
1,496
+225
| +18% | +$49.6K | ﹤0.01% | 985 |
|
|
2015
Q4 | $290K | Sell |
1,271
-525
| -29% | -$120K | ﹤0.01% | 1031 |
|
|
2015
Q3 | $381K | Buy |
1,796
+862
| +92% | +$183K | ﹤0.01% | 981 |
|
|
2015
Q2 | $210K | Sell |
934
-101
| -10% | -$22.7K | ﹤0.01% | 1173 |
|
|
2015
Q1 | $220K | Buy |
+1,035
| New | +$220K | ﹤0.01% | 1157 |
|