BWM
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BigSur Wealth Management’s Trane Technologies TT Stock Holding History

BigSur Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-977
Closed -$294K – 158
2024
Q1 		$294K Sell
977
-62
-6% -$16.8K 0.09% 127
2023
Q4 		$253K Buy
+1,039
New +$227K 0.12% 98
2022
Q1 		– Sell
-1,158
Closed -$234K – 145
2021
Q4 		$234K Buy
+1,158
New +$218K 0.09% 117
2021
Q3 		– Sell
-1,110
Closed -$204K – 126
2021
Q2 		$204K Buy
+1,110
New +$198K 0.09% 112

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Ameriprise
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Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return