CWM
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Congress Wealth Management’s Trane Technologies TT Stock Holding History

Congress Wealth Management’s Portfolio TT Stock Details TT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$5.32M Buy
12,164
+8,028
+194% +$3.51M 0.05% 368
2025
Q1 		$1.41M Buy
4,136
+2,144
+108% +$730K 0.02% 559
2024
Q4 		$736K Buy
+1,992
New +$736K 0.01% 568