Beese Fulmer Investment 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 | $4.38M | Buy |
10,015
+573
| +6% | +$251K | 0.33% | 67 |
|
2025
Q1 | $3.18M | Sell |
9,442
-50
| -0.5% | -$16.8K | 0.27% | 70 |
|
2024
Q4 | $3.51M | Sell |
9,492
-2
| -0% | -$739 | 0.3% | 69 |
|
2024
Q3 | $3.69M | Sell |
9,494
-140
| -1% | -$54.4K | 0.32% | 66 |
|
2024
Q2 | $3.17M | Sell |
9,634
-3
| -0% | -$987 | 0.29% | 69 |
|
2024
Q1 | $2.89M | Sell |
9,637
-196
| -2% | -$58.8K | 0.27% | 72 |
|
2023
Q4 | $2.4M | Sell |
9,833
-35
| -0.4% | -$8.54K | 0.25% | 75 |
|
2023
Q3 | $2M | Sell |
9,868
-69
| -0.7% | -$14K | 0.23% | 82 |
|
2023
Q2 | $1.9M | Sell |
9,937
-95
| -0.9% | -$18.2K | 0.21% | 94 |
|
2023
Q1 | $1.85M | Sell |
10,032
-160
| -2% | -$29.4K | 0.21% | 90 |
|
2022
Q4 | $1.71M | Sell |
10,192
-25
| -0.2% | -$4.2K | 0.21% | 94 |
|
2022
Q3 | $1.48M | Sell |
10,217
-31
| -0.3% | -$4.49K | 0.2% | 97 |
|
2022
Q2 | $1.33M | Sell |
10,248
-500
| -5% | -$64.9K | 0.17% | 104 |
|
2022
Q1 | $1.64M | Sell |
10,748
-475
| -4% | -$72.5K | 0.18% | 99 |
|
2021
Q4 | $2.27M | Sell |
11,223
-25
| -0.2% | -$5.05K | 0.24% | 88 |
|
2021
Q3 | $1.94M | Sell |
11,248
-150
| -1% | -$25.9K | 0.22% | 91 |
|
2021
Q2 | $2.1M | Sell |
11,398
-420
| -4% | -$77.3K | 0.24% | 89 |
|
2021
Q1 | $1.96M | Sell |
11,818
-477
| -4% | -$79K | 0.24% | 91 |
|
2020
Q4 | $1.79M | Sell |
12,295
-280
| -2% | -$40.7K | 0.23% | 91 |
|
2020
Q3 | $1.53M | Sell |
12,575
-616
| -5% | -$74.7K | 0.22% | 94 |
|
2020
Q2 | $1.17M | Sell |
13,191
-525
| -4% | -$46.7K | 0.17% | 97 |
|
2020
Q1 | $1.13M | Sell |
13,716
-50
| -0.4% | -$4.13K | 0.2% | 95 |
|
2019
Q4 | $1.83M | Sell |
13,766
-600
| -4% | -$79.8K | 0.26% | 94 |
|
2019
Q3 | $1.77M | Buy |
+14,366
| New | +$1.77M | 0.27% | 93 |
|