Arkadios Wealth Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.08M	Sell	4,992 -278	-5%	-$118K	0.03%	493
2025 Q4	$2.05M	Buy	5,270 +261	+5%	+$108K	0.04%	440
2025 Q3	$2.11M	Buy	5,009 +294	+6%	+$126K	0.05%	382
2025 Q2	$2.06M	Buy	4,715 +2,454	+109%	+$968K	0.06%	340
2025 Q1	$762K	Buy	2,261 +1,365	+152%	+$493K	0.03%	554
2024 Q4	$331K	Buy	+896	New	+$356K	0.02%	688
2024 Q3	–	Sell	-823	Closed	-$271K	–	969
2024 Q2	$271K	Buy	+823	New	+$262K	0.02%	668
2021 Q4	–	Sell	-536	Closed	-$92K	–	1687
2021 Q3	$92K	Sell	536 -131	-20%	-$25.2K	0.01%	710
2021 Q2	$122K	Buy	667 +446	+202%	+$79.5K	0.01%	671
2021 Q1	$36K	Buy	221 +39	+21%	+$6.04K	0.01%	791
2020 Q4	$26K	Buy	182 +117	+180%	+$16.2K	0.01%	692
2020 Q3	$8.65K	Sell	65 -58	-47%	-$6.51K	﹤0.01%	773
2020 Q2	$12.1K	Sell	123 -90	-42%	-$7.83K	0.01%	643
2020 Q1	$17.6K	Buy	213 +9	+4%	+$1.09K	0.01%	513
2019 Q4	$29.7K	Buy	+204	New	+$25.9K	0.02%	388