Baron Silver Stevens Financial Advisors’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 | $1.07M | Buy |
2,453
+136
| +6% | +$59.5K | 0.17% | 56 |
|
|
2025
Q1 | $781K | Sell |
2,317
-35
| -1% | -$11.8K | 0.14% | 60 |
|
|
2024
Q4 | $869K | Hold |
2,352
| – | – | 0.15% | 58 |
|
|
2024
Q3 | $914K | Sell |
2,352
-177
| -7% | -$68.8K | 0.16% | 56 |
|
|
2024
Q2 | $832K | Buy |
2,529
+125
| +5% | +$41.1K | 0.16% | 56 |
|
|
2024
Q1 | $722K | Hold |
2,404
| – | – | 0.14% | 62 |
|
|
2023
Q4 | $586K | Buy |
2,404
+210
| +10% | +$51.2K | 0.12% | 61 |
|
|
2023
Q3 | $445K | Buy |
2,194
+179
| +9% | +$36.3K | 0.1% | 62 |
|
|
2023
Q2 | $385K | Hold |
2,015
| – | – | 0.08% | 67 |
|
|
2023
Q1 | $371K | Hold |
2,015
| – | – | 0.1% | 65 |
|
|
2022
Q4 | $339K | Buy |
+2,015
| New | +$339K | 0.08% | 66 |
|
|
2022
Q3 | – | Sell |
-2,219
| Closed | -$288K | – | 145 |
|
|
2022
Q2 | $288K | Buy |
2,219
+204
| +10% | +$26.5K | 0.07% | 80 |
|
|
2022
Q1 | $307K | Hold |
2,015
| – | – | 0.07% | 68 |
|
|
2021
Q4 | $407K | Hold |
2,015
| – | – | 0.1% | 57 |
|
|
2021
Q3 | $347K | Sell |
2,015
-413
| -17% | -$71.1K | 0.09% | 57 |
|
|
2021
Q2 | $447K | Buy |
2,428
+363
| +18% | +$66.8K | 0.12% | 51 |
|
|
2021
Q1 | $341K | Hold |
2,065
| – | – | 0.19% | 34 |
|
|
2020
Q4 | $299K | Buy |
+2,065
| New | +$299K | 0.1% | 49 |
|