Baker Tilly 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 | $418K | Sell |
955
-3
| -0.3% | -$1.31K | 0.15% | 145 |
|
|
2025
Q1 | $323K | Buy |
958
+283
| +42% | +$95.3K | 0.13% | 177 |
|
|
2024
Q4 | $249K | Sell |
675
-6
| -0.9% | -$2.22K | 0.1% | 208 |
|
|
2024
Q3 | $265K | Buy |
+681
| New | +$265K | 0.12% | 197 |
|
|
2023
Q3 | – | Sell |
-1,096
| Closed | -$210K | – | 549 |
|
|
2023
Q2 | $210K | Sell |
1,096
-118
| -10% | -$22.6K | 0.02% | 517 |
|
|
2023
Q1 | $223K | Buy |
+1,214
| New | +$223K | 0.03% | 502 |
|