Carson Wealth (CWM LLC)’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
23,573
+3,592
| +18% | +$1.57M | 0.04% | 386 |
|
|
2025
Q1 | $6.73M | Buy |
19,981
+11,067
| +124% | +$3.73M | 0.03% | 445 |
|
|
2024
Q4 | $3.29M | Buy |
8,914
+239
| +3% | +$88.3K | 0.01% | 586 |
|
|
2024
Q3 | $3.37M | Buy |
8,675
+2,192
| +34% | +$852K | 0.01% | 548 |
|
|
2024
Q2 | $2.13M | Buy |
6,483
+697
| +12% | +$229K | 0.01% | 632 |
|
|
2024
Q1 | $1.74M | Buy |
5,786
+240
| +4% | +$72.1K | 0.01% | 663 |
|
|
2023
Q4 | $1.35M | Buy |
5,546
+893
| +19% | +$218K | 0.01% | 686 |
|
|
2023
Q3 | $944K | Buy |
4,653
+191
| +4% | +$38.8K | 0.01% | 779 |
|
|
2023
Q2 | $853K | Sell |
4,462
-5
| -0.1% | -$956 | 0.01% | 770 |
|
|
2023
Q1 | $822K | Sell |
4,467
-310
| -6% | -$57K | 0.01% | 712 |
|
|
2022
Q4 | $803K | Buy |
4,777
+418
| +10% | +$70.3K | 0.01% | 672 |
|
|
2022
Q3 | $631K | Buy |
4,359
+974
| +29% | +$141K | 0.01% | 687 |
|
|
2022
Q2 | $440K | Buy |
3,385
+371
| +12% | +$48.2K | ﹤0.01% | 771 |
|
|
2022
Q1 | $460K | Buy |
3,014
+630
| +26% | +$96.2K | ﹤0.01% | 756 |
|
|
2021
Q4 | $482K | Buy |
+2,384
| New | +$482K | ﹤0.01% | 737 |
|
|
2021
Q2 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2021
Q1 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2020
Q4 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2020
Q3 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2020
Q2 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2020
Q1 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2019
Q4 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2019
Q3 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2019
Q2 | $432K | Hold |
2,349
| – | – | ﹤0.01% | 702 |
|
|
2019
Q1 | $432K | Buy |
2,349
+543
| +30% | +$99.9K | ﹤0.01% | 702 |
|
|
2018
Q4 | $165K | Buy |
1,806
+219
| +14% | +$20K | ﹤0.01% | 637 |
|
|
2018
Q3 | $162K | Buy |
1,587
+88
| +6% | +$8.98K | ﹤0.01% | 548 |
|
|
2018
Q2 | $135K | Buy |
1,499
+1,300
| +653% | +$117K | ﹤0.01% | 480 |
|
|
2018
Q1 | $17K | Sell |
199
-1
| -0.5% | -$85 | ﹤0.01% | 742 |
|
|
2017
Q4 | $18K | Hold |
200
| – | – | ﹤0.01% | 725 |
|
|
2017
Q3 | $18K | Sell |
200
-1
| -0.5% | -$90 | ﹤0.01% | 730 |
|
|
2017
Q2 | $18K | Buy |
201
+71
| +55% | +$6.36K | ﹤0.01% | 654 |
|
|
2017
Q1 | $11K | Sell |
130
-523
| -80% | -$44.3K | ﹤0.01% | 729 |
|
|
2016
Q4 | $49K | Buy |
653
+183
| +39% | +$13.7K | ﹤0.01% | 449 |
|
|
2016
Q3 | $32K | Buy |
+470
| New | +$32K | ﹤0.01% | 491 |
|
|
2016
Q1 | – | Sell |
-13
| Closed | -$1K | – | 814 |
|
|
2015
Q4 | $1K | Buy |
+13
| New | +$1K | ﹤0.01% | 659 |
|