AE Wealth Management’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
2,808
+701
| +33% | +$307K | 0.01% | 671 |
|
|
2025
Q1 | $710K | Sell |
2,107
-389
| -16% | -$131K | 0.01% | 813 |
|
|
2024
Q4 | $922K | Buy |
2,496
+266
| +12% | +$98.3K | 0.01% | 719 |
|
|
2024
Q3 | $867K | Buy |
2,230
+79
| +4% | +$30.7K | 0.01% | 733 |
|
|
2024
Q2 | $708K | Sell |
2,151
-29
| -1% | -$9.54K | 0.01% | 791 |
|
|
2024
Q1 | $654K | Sell |
2,180
-16,334
| -88% | -$4.9M | 0.01% | 759 |
|
|
2023
Q4 | $4.66M | Buy |
18,514
+3,123
| +20% | +$785K | 0.02% | 617 |
|
|
2023
Q3 | $3.12M | Sell |
15,391
-290
| -2% | -$58.8K | 0.02% | 695 |
|
|
2023
Q2 | $3M | Sell |
15,681
-4,283
| -21% | -$819K | 0.02% | 707 |
|
|
2023
Q1 | $3.67M | Buy |
19,964
+4,174
| +26% | +$768K | 0.02% | 593 |
|
|
2022
Q4 | $2.65M | Sell |
15,790
-6,479
| -29% | -$1.09M | 0.02% | 646 |
|
|
2022
Q3 | $3.23M | Buy |
22,269
+6,143
| +38% | +$890K | 0.03% | 545 |
|
|
2022
Q2 | $2.09M | Buy |
16,126
+121
| +0.8% | +$15.7K | 0.02% | 659 |
|
|
2022
Q1 | $2.44M | Sell |
16,005
-889
| -5% | -$136K | 0.02% | 649 |
|
|
2021
Q4 | $3.41M | Sell |
16,894
-16,415
| -49% | -$3.32M | 0.02% | 530 |
|
|
2021
Q3 | $5.75M | Sell |
33,309
-3,425
| -9% | -$591K | 0.05% | 348 |
|
|
2021
Q2 | $6.76M | Buy |
36,734
+7,607
| +26% | +$1.4M | 0.06% | 294 |
|
|
2021
Q1 | $4.82M | Sell |
29,127
-10,755
| -27% | -$1.78M | 0.05% | 317 |
|
|
2020
Q4 | $5.79M | Sell |
39,882
-933
| -2% | -$135K | 0.07% | 254 |
|
|
2020
Q3 | $4.95M | Buy |
40,815
+10,857
| +36% | +$1.32M | 0.07% | 236 |
|
|
2020
Q2 | $2.67M | Buy |
29,958
+12,822
| +75% | +$1.14M | 0.04% | 335 |
|
|
2020
Q1 | $1.42M | Buy |
17,136
+4,591
| +37% | +$379K | 0.03% | 393 |
|
|
2019
Q4 | $1.67M | Buy |
12,545
+36
| +0.3% | +$4.78K | 0.04% | 392 |
|
|
2019
Q3 | $1.54M | Sell |
12,509
-54
| -0.4% | -$6.65K | 0.04% | 334 |
|
|
2019
Q2 | $1.59M | Buy |
+12,563
| New | +$1.59M | 0.05% | 286 |
|