Valeo 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 | $464K | Buy |
305
+5
| +2% | +$7.6K | 0.01% | 467 |
|
|
2025
Q1 | $414K | Hold |
300
| – | – | 0.01% | 453 |
|
|
2024
Q4 | $380K | Buy |
300
+5
| +2% | +$6.33K | 0.01% | 465 |
|
|
2024
Q3 | $421K | Buy |
295
+19
| +7% | +$27.1K | 0.01% | 447 |
|
|
2024
Q2 | $353K | Buy |
276
+5
| +2% | +$6.4K | 0.01% | 470 |
|
|
2024
Q1 | $336K | Buy |
271
+32
| +13% | +$39.7K | 0.01% | 468 |
|
|
2023
Q4 | $242K | Buy |
+239
| New | +$242K | 0.01% | 556 |
|
|
2022
Q2 | – | Sell |
-393
| Closed | -$256K | – | 584 |
|
|
2022
Q1 | $256K | Buy |
+393
| New | +$256K | 0.01% | 460 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$10K | – | 1586 |
|
|
2021
Q1 | $10K | Hold |
17
| – | – | ﹤0.01% | 1285 |
|
|
2020
Q4 | $11K | Hold |
17
| – | – | ﹤0.01% | 1156 |
|
|
2020
Q3 | $8K | Sell |
17
-87
| -84% | -$40.9K | ﹤0.01% | 1106 |
|
|
2020
Q2 | $46K | Buy |
104
+25
| +32% | +$11.1K | ﹤0.01% | 728 |
|
|
2020
Q1 | $26K | Buy |
79
+25
| +46% | +$8.23K | ﹤0.01% | 788 |
|
|
2019
Q4 | $30K | Sell |
54
-6
| -10% | -$3.33K | ﹤0.01% | 806 |
|
|
2019
Q3 | $31K | Hold |
60
| – | – | ﹤0.01% | 727 |
|
|
2019
Q2 | $29K | Sell |
60
-19
| -24% | -$9.18K | ﹤0.01% | 745 |
|
|
2019
Q1 | $36K | Sell |
79
-2
| -2% | -$911 | ﹤0.01% | 634 |
|
|
2018
Q4 | $28K | Hold |
81
| – | – | ﹤0.01% | 619 |
|
|
2018
Q3 | $26K | Sell |
81
-1
| -1% | -$321 | ﹤0.01% | 683 |
|
|
2018
Q2 | $29K | Hold |
82
| – | – | ﹤0.01% | 662 |
|
|
2018
Q1 | $25K | Hold |
82
| – | – | ﹤0.01% | 656 |
|
|
2017
Q4 | $23K | Buy |
82
+49
| +148% | +$13.7K | ﹤0.01% | 642 |
|
|
2017
Q3 | $8K | Buy |
+33
| New | +$8K | ﹤0.01% | 759 |
|