Beverly Hills Private Wealth’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 | $1.66M | Sell |
3,794
-222
| -6% | -$97.1K | 0.31% | 89 |
|
|
2025
Q1 | $1.35M | Sell |
4,016
-6
| -0.1% | -$2.02K | 0.27% | 96 |
|
|
2024
Q4 | $1.49M | Sell |
4,022
-141
| -3% | -$52.1K | 0.3% | 91 |
|
|
2024
Q3 | $1.62M | Sell |
4,163
-756
| -15% | -$294K | 0.33% | 88 |
|
|
2024
Q2 | $1.62M | Sell |
4,919
-316
| -6% | -$104K | 0.35% | 78 |
|
|
2024
Q1 | $1.57M | Sell |
5,235
-2,037
| -28% | -$612K | 0.36% | 72 |
|
|
2023
Q4 | $1.77M | Sell |
7,272
-1,083
| -13% | -$264K | 0.46% | 66 |
|
|
2023
Q3 | $1.7M | Sell |
8,355
-9,505
| -53% | -$1.93M | 0.5% | 55 |
|
|
2023
Q2 | $3.65M | Buy |
17,860
+9,130
| +105% | +$1.86M | 0.6% | 52 |
|
|
2023
Q1 | $1.61M | Buy |
8,730
+1,429
| +20% | +$263K | 0.5% | 58 |
|
|
2022
Q4 | $1.23M | Buy |
+7,301
| New | +$1.23M | 0.54% | 61 |
|