Beverly Hills Private Wealth’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.38M	Sell	3,323 -74	-2%	-$31.4K	0.23%	110
2025 Q4	$1.32M	Sell	3,397 -57	-2%	-$23.6K	0.23%	111
2025 Q3	$1.46M	Sell	3,454 -340	-9%	-$145K	0.26%	101
2025 Q2	$1.66M	Sell	3,794 -222	-6%	-$87.6K	0.31%	89
2025 Q1	$1.35M	Sell	4,016 -6	-0.1%	-$2.17K	0.27%	96
2024 Q4	$1.49M	Sell	4,022 -141	-3%	-$56K	0.3%	91
2024 Q3	$1.62M	Sell	4,163 -756	-15%	-$262K	0.33%	88
2024 Q2	$1.62M	Sell	4,919 -316	-6%	-$100K	0.35%	78
2024 Q1	$1.57M	Sell	5,235 -2,037	-28%	-$553K	0.36%	72
2023 Q4	$1.77M	Sell	7,272 -1,083	-13%	-$237K	0.46%	66
2023 Q3	$1.7M	Sell	8,355 -9,505	-53%	-$1.9M	0.5%	55
2023 Q2	$3.65M	Buy	17,860 +9,130	+105%	+$1.62M	0.6%	52
2023 Q1	$1.61M	Buy	8,730 +1,429	+20%	+$259K	0.5%	58
2022 Q4	$1.23M	Buy	+7,301	New	+$1.21M	0.54%	61