Center for Financial Planning’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 | $935K | Sell |
2,137
-46
| -2% | -$20.1K | 0.11% | 66 |
|
|
2025
Q1 | $735K | Buy |
2,183
+63
| +3% | +$21.2K | 0.09% | 74 |
|
|
2024
Q4 | $783K | Buy |
2,120
+34
| +2% | +$12.6K | 0.1% | 65 |
|
|
2024
Q3 | $811K | Hold |
2,086
| – | – | 0.11% | 62 |
|
|
2024
Q2 | $686K | Buy |
2,086
+6
| +0.3% | +$1.97K | 0.1% | 72 |
|
|
2024
Q1 | $624K | Buy |
2,080
+34
| +2% | +$10.2K | 0.09% | 76 |
|
|
2023
Q4 | $499K | Hold |
2,046
| – | – | 0.09% | 82 |
|
|
2023
Q3 | $415K | Buy |
2,046
+10
| +0.5% | +$2.03K | 0.09% | 87 |
|
|
2023
Q2 | $389K | Hold |
2,036
| – | – | 0.08% | 93 |
|
|
2023
Q1 | $375K | Hold |
2,036
| – | – | 0.09% | 92 |
|
|
2022
Q4 | $342K | Buy |
2,036
+282
| +16% | +$47.4K | 0.08% | 97 |
|
|
2022
Q3 | $254K | Sell |
1,754
-3
| -0.2% | -$434 | 0.07% | 104 |
|
|
2022
Q2 | $228K | Sell |
1,757
-2
| -0.1% | -$260 | 0.06% | 117 |
|
|
2022
Q1 | $269K | Hold |
1,759
| – | – | 0.06% | 117 |
|
|
2021
Q4 | $355K | Buy |
1,759
+5
| +0.3% | +$1.01K | 0.07% | 98 |
|
|
2021
Q3 | $303K | Buy |
1,754
+13
| +0.7% | +$2.25K | 0.07% | 100 |
|
|
2021
Q2 | $321K | Hold |
1,741
| – | – | 0.08% | 102 |
|
|
2021
Q1 | $288K | Hold |
1,741
| – | – | 0.08% | 101 |
|
|
2020
Q4 | $253K | Hold |
1,741
| – | – | 0.07% | 104 |
|
|
2020
Q3 | $211K | Buy |
1,741
+4
| +0.2% | +$485 | 0.07% | 109 |
|
|
2020
Q2 | $155K | Buy |
1,737
+1,708
| +5,890% | +$152K | 0.05% | 120 |
|
|
2020
Q1 | $2K | Hold |
29
| – | – | ﹤0.01% | 512 |
|
|
2019
Q4 | $4K | Buy |
+29
| New | +$4K | ﹤0.01% | 390 |
|