Wealthspire Advisors (New York)’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 | $277K | Buy |
182
+22
| +14% | +$33.5K | ﹤0.01% | 691 |
|
|
2025
Q1 | $222K | Sell |
160
-20
| -11% | -$27.7K | ﹤0.01% | 713 |
|
|
2024
Q4 | $228K | Buy |
180
+36
| +25% | +$45.7K | ﹤0.01% | 714 |
|
|
2024
Q3 | $206K | Buy |
+144
| New | +$206K | ﹤0.01% | 704 |
|
|
2021
Q2 | – | Sell |
-548
| Closed | -$322K | – | 627 |
|
|
2021
Q1 | $322K | Buy |
548
+66
| +14% | +$38.8K | 0.01% | 530 |
|
|
2020
Q4 | $298K | Buy |
+482
| New | +$298K | 0.01% | 438 |
|
|
2020
Q2 | – | Sell |
-1,109
| Closed | -$355K | – | 499 |
|
|
2020
Q1 | $355K | Buy |
+1,109
| New | +$355K | 0.01% | 351 |
|
|
2019
Q1 | – | Sell |
-23
| Closed | -$8K | – | 701 |
|
|
2018
Q4 | $8K | Buy |
+23
| New | +$8K | ﹤0.01% | 567 |
|