Bartlett & Co 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 | $167K | Buy |
381
+251
| +193% | +$110K | ﹤0.01% | 467 |
|
|
2025
Q1 | $43.8K | Buy |
130
+1
| +0.8% | +$337 | ﹤0.01% | 673 |
|
|
2024
Q4 | $47.6K | Sell |
129
-23
| -15% | -$8.5K | ﹤0.01% | 659 |
|
|
2024
Q3 | $59.1K | Hold |
152
| – | – | ﹤0.01% | 629 |
|
|
2024
Q2 | $50K | Buy |
152
+8
| +6% | +$2.63K | ﹤0.01% | 655 |
|
|
2024
Q1 | $43.2K | Buy |
144
+3
| +2% | +$901 | ﹤0.01% | 686 |
|
|
2023
Q4 | $34.5K | Hold |
141
| – | – | ﹤0.01% | 765 |
|
|
2023
Q3 | $28.6K | Sell |
141
-48
| -25% | -$9.74K | ﹤0.01% | 749 |
|
|
2023
Q2 | $36.1K | Hold |
189
| – | – | ﹤0.01% | 717 |
|
|
2023
Q1 | $34.8K | Hold |
189
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $31.8K | Buy |
189
+115
| +155% | +$19.3K | ﹤0.01% | 649 |
|
|
2022
Q3 | $10.7K | Sell |
74
-193
| -72% | -$27.9K | ﹤0.01% | 815 |
|
|
2022
Q2 | $34.7K | Buy |
+267
| New | +$34.7K | ﹤0.01% | 639 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$13.3K | – | 899 |
|
|
2019
Q4 | $13.3K | Hold |
100
| – | – | ﹤0.01% | 701 |
|
|
2019
Q3 | $12.3K | Sell |
100
-111
| -53% | -$13.7K | ﹤0.01% | 712 |
|
|
2019
Q2 | $26.7K | Buy |
211
+11
| +6% | +$1.39K | ﹤0.01% | 503 |
|
|
2019
Q1 | $21.6K | Sell |
200
-300
| -60% | -$32.4K | ﹤0.01% | 511 |
|
|
2018
Q4 | $45.6K | Buy |
500
+100
| +25% | +$9.12K | ﹤0.01% | 424 |
|
|
2018
Q3 | $40.9K | Buy |
400
+200
| +100% | +$20.5K | ﹤0.01% | 463 |
|
|
2018
Q2 | $17.9K | Sell |
200
-200
| -50% | -$17.9K | ﹤0.01% | 540 |
|
|
2018
Q1 | $34.2K | Buy |
+400
| New | +$34.2K | ﹤0.01% | 470 |
|