EWM
Empirical Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
1,594
+133
| +9% | +$58.2K | 0.02% | 364 |
|
|
2025
Q1 | $492K | Sell |
1,461
-115
| -7% | -$38.7K | 0.01% | 405 |
|
|
2024
Q4 | $582K | Buy |
1,576
+368
| +30% | +$136K | 0.02% | 360 |
|
|
2024
Q3 | $470K | Sell |
1,208
-1,173
| -49% | -$456K | 0.01% | 376 |
|
|
2024
Q2 | $783K | Buy |
2,381
+498
| +26% | +$164K | 0.02% | 281 |
|
|
2024
Q1 | $565K | Buy |
1,883
+178
| +10% | +$53.4K | 0.02% | 327 |
|
|
2023
Q4 | $416K | Buy |
1,705
+335
| +24% | +$81.7K | 0.01% | 348 |
|
|
2023
Q3 | $278K | Sell |
1,370
-295
| -18% | -$59.9K | 0.01% | 382 |
|
|
2023
Q2 | $318K | Sell |
1,665
-255
| -13% | -$48.8K | 0.01% | 361 |
|
|
2023
Q1 | $353K | Buy |
1,920
+292
| +18% | +$53.7K | 0.02% | 370 |
|
|
2022
Q4 | $274K | Sell |
1,628
-94
| -5% | -$15.8K | 0.01% | 395 |
|
|
2022
Q3 | $249K | Buy |
+1,722
| New | +$249K | 0.01% | 410 |
|
|
2022
Q2 | – | Sell |
-1,434
| Closed | -$219K | – | 530 |
|
|
2022
Q1 | $219K | Sell |
1,434
-519
| -27% | -$79.3K | 0.01% | 460 |
|
|
2021
Q4 | $395K | Buy |
1,953
+19
| +1% | +$3.84K | 0.02% | 384 |
|
|
2021
Q3 | $334K | Buy |
1,934
+312
| +19% | +$53.9K | 0.02% | 361 |
|
|
2021
Q2 | $299K | Sell |
1,622
-86
| -5% | -$15.9K | 0.02% | 370 |
|
|
2021
Q1 | $283K | Buy |
+1,708
| New | +$283K | 0.02% | 333 |
|