Creative Planning’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $39M | Buy |
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|
2025
Q2 | $40.4M | Buy |
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|
2025
Q1 | $29.1M | Buy |
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|
2024
Q4 | $25M | Buy |
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|
2024
Q3 | $24.4M | Buy |
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|
2024
Q2 | $19.5M | Buy |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $13M | Buy |
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|
2023
Q3 | $7.73M | Buy |
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|
2023
Q2 | $5.04M | Sell |
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|
2023
Q1 | $4.93M | Buy |
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|
2022
Q4 | $4.21M | Buy |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $2.79M | Buy |
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|
2022
Q1 | $2.86M | Buy |
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|
2021
Q4 | $3.56M | Buy |
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|
2021
Q3 | $3.03M | Sell |
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|
2021
Q2 | $4.23M | Buy |
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|
2021
Q1 | $2.6M | Sell |
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|
2020
Q4 | $2.84M | Buy |
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|
2020
Q3 | $2.29M | Buy |
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|
2020
Q2 | $1.62M | Sell |
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|
2020
Q1 | $1.62M | Buy |
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|
2019
Q4 | $2.57M | Buy |
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|
2019
Q3 | $2.35M | Buy |
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|
2019
Q2 | $2.33M | Buy |
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|
2019
Q1 | $1.9M | Sell |
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|
2018
Q4 | $1.62M | Buy |
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|
2018
Q3 | $1.48M | Buy |
|
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|
2018
Q2 | $1.23M | Sell |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q4 | $1.08M | Sell |
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|
2017
Q3 | $1.66M | Buy |
|
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|
2017
Q2 | $893K | Buy |
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|
2017
Q1 | $792K | Buy |
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|
2016
Q4 | $702K | Buy |
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|
2016
Q3 | $612K | Buy |
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|
2016
Q2 | $570K | Buy |
|
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|
2016
Q1 | $530K | Buy |
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|
2015
Q4 | $455K | Sell |
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|
2015
Q3 | $432K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $593K | Sell |
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|
2014
Q4 | $554K | Buy |
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|
2014
Q3 | $422K | Buy |
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|
2014
Q2 | $214K | Sell |
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|
2014
Q1 | $199K | Buy |
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|
2013
Q4 | $197K | Sell |
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|
2013
Q3 | $215K | Buy |
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|
2013
Q2 | $156K | Buy |
|