Executive Wealth Management, LLC
- SEC CIK
- 0001542611
- Latest filing
- Feb 13, 2025
TMDX holding history
TransMedics Group, Inc. in every 13F filed by Executive Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
TMDX overviewAll 13F holders of TMDXFull Q4 2024 holdings
- Shares (Q4 2024)
- 20,422
- Value
- $1.27M
- % of portfolio
- 0.1%
- Quarters held
- 7
- Since Q2 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q4 2024 | 20,422 | $1.27M | 0.1% | +7,424+57.1% | Added | Holders |
| Q3 2024 | 12,998 | $2.04M | 0.2% | −3,096−19.2% | Reduced | Holders |
| Q2 2024 | 16,094 | $2.42M | 0.4% | −6,639−29.2% | Reduced | Holders |
| Q1 2024 | 22,733 | $1.67M | 0.1% | −5,408−19.2% | Reduced | Holders |
| Q4 2023 | 28,141 | $2.22M | 0.2% | +6,928+32.7% | Added | Holders |
| Q3 2023 | 21,213 | $1.16M | 0.1% | +6,691+46.1% | Added | Holders |
| Q2 2023 | 14,522 | $1.22M | 0.1% | +14,522 | New | Holders |