Concurrent Investment Advisors’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	$5.96M	Sell	14,306 -529	-4%	-$225K	0.07%	319
2025 Q4	$5.77M	Buy	14,835 +2,622	+21%	+$1.08M	0.07%	296
2025 Q3	$5.15M	Sell	12,213 -197	-2%	-$84.2K	0.09%	232
2025 Q2	$5.43M	Buy	12,410 +1,578	+15%	+$623K	0.11%	207
2025 Q1	$3.65M	Buy	10,832 +2,141	+25%	+$774K	0.09%	237
2024 Q4	$3.21M	Sell	8,691 -423	-5%	-$168K	0.09%	230
2024 Q3	$3.54M	Buy	9,114 +668	+8%	+$232K	0.11%	205
2024 Q2	$2.78M	Buy	8,446 +2,106	+33%	+$670K	0.09%	219
2024 Q1	$1.9M	Sell	6,340 -2,701	-30%	-$733K	0.08%	253
2023 Q4	$2.2M	Buy	+9,041	New	+$1.98M	0.1%	213