Avantax Planning Partners’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.12M | Hold |
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|
2025
Q2 | $1.16M | Sell |
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|
2025
Q1 | $898K | Sell |
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|
2024
Q4 | $1.02M | Hold |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $949K | Sell |
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|
2024
Q1 | $906K | Hold |
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|
2023
Q4 | $736K | Sell |
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|
2023
Q3 | $638K | Sell |
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|
2023
Q2 | $907K | Hold |
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|
2023
Q1 | $873K | Hold |
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|
2022
Q4 | $797K | Hold |
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|
2022
Q3 | $687K | Sell |
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|
2022
Q2 | $643K | Sell |
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|
2022
Q1 | $767K | Sell |
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|
2021
Q4 | $1.04M | Hold |
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|
2021
Q3 | $890K | Buy |
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|
2021
Q2 | $925K | Buy |
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|
2021
Q1 | $527K | Buy |
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|
2020
Q4 | $460K | Sell |
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|
2020
Q3 | $388K | Hold |
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|
2020
Q2 | $284K | Sell |
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|
2020
Q1 | $273K | Sell |
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|
2019
Q4 | $493K | Sell |
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|
2019
Q3 | $3.89M | Buy |
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|
2019
Q2 | $3.95M | Hold |
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|
2019
Q1 | $3.4M | Buy |
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|
2018
Q4 | $2.81M | Buy |
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|
2018
Q3 | $3.14M | Buy |
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|
2018
Q2 | $2.74M | Buy |
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|
2018
Q1 | $2.61M | Sell |
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|
2017
Q4 | $2.76M | Sell |
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|
2017
Q3 | $2.76M | Buy |
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|
2017
Q2 | $2.79M | Sell |
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|
2017
Q1 | $2.5M | Sell |
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|
2016
Q4 | $2.31M | Buy |
|