Avantax Advisory Services’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 | $9.82M | Buy |
22,452
+1,936
| +9% | +$847K | 0.05% | 275 |
|
2025
Q1 | $6.91M | Sell |
20,516
-96
| -0.5% | -$32.3K | 0.04% | 327 |
|
2024
Q4 | $7.61M | Buy |
20,612
+373
| +2% | +$138K | 0.05% | 291 |
|
2024
Q3 | $7.87M | Buy |
20,239
+1,560
| +8% | +$606K | 0.05% | 284 |
|
2024
Q2 | $6.14M | Buy |
18,679
+10,931
| +141% | +$3.6M | 0.04% | 318 |
|
2024
Q1 | $2.33M | Buy |
7,748
+414
| +6% | +$124K | 0.02% | 498 |
|
2023
Q4 | $1.79M | Buy |
7,334
+1,073
| +17% | +$262K | 0.02% | 534 |
|
2023
Q3 | $1.27M | Sell |
6,261
-70
| -1% | -$14.2K | 0.01% | 600 |
|
2023
Q2 | $1.21M | Buy |
6,331
+257
| +4% | +$49.2K | 0.01% | 619 |
|
2023
Q1 | $1.12M | Buy |
6,074
+640
| +12% | +$118K | 0.01% | 632 |
|
2022
Q4 | $913K | Sell |
5,434
-1,119
| -17% | -$188K | 0.01% | 662 |
|
2022
Q3 | $949K | Buy |
6,553
+482
| +8% | +$69.8K | 0.01% | 570 |
|
2022
Q2 | $788K | Buy |
6,071
+1,298
| +27% | +$168K | 0.01% | 621 |
|
2022
Q1 | $731K | Sell |
4,773
-855
| -15% | -$131K | 0.01% | 645 |
|
2021
Q4 | $1.14M | Buy |
5,628
+1,010
| +22% | +$204K | 0.02% | 503 |
|
2021
Q3 | $798K | Sell |
4,618
-125
| -3% | -$21.6K | 0.01% | 560 |
|
2021
Q2 | $875K | Buy |
4,743
+1,124
| +31% | +$207K | 0.02% | 513 |
|
2021
Q1 | $602K | Buy |
3,619
+414
| +13% | +$68.9K | 0.01% | 565 |
|
2020
Q4 | $464K | Sell |
3,205
-282
| -8% | -$40.8K | 0.01% | 579 |
|
2020
Q3 | $425K | Buy |
+3,487
| New | +$425K | 0.01% | 862 |
|
2020
Q2 | – | Sell |
-2,605
| Closed | -$217K | – | 894 |
|
2020
Q1 | $217K | Buy |
2,605
+246
| +10% | +$20.5K | 0.01% | 694 |
|
2019
Q4 | $313K | Buy |
+2,359
| New | +$313K | 0.01% | 612 |
|