EP Wealth Advisors’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 | $1.21M | Buy |
2,760
+113
| +4% | +$49.4K | 0.01% | 524 |
|
|
2025
Q1 | $892K | Buy |
2,647
+335
| +14% | +$113K | 0.01% | 533 |
|
|
2024
Q4 | $854K | Buy |
2,312
+258
| +13% | +$95.3K | 0.01% | 548 |
|
|
2024
Q3 | $799K | Buy |
2,054
+561
| +38% | +$218K | 0.01% | 552 |
|
|
2024
Q2 | $491K | Buy |
1,493
+41
| +3% | +$13.5K | 0.01% | 540 |
|
|
2024
Q1 | $436K | Buy |
1,452
+124
| +9% | +$37.2K | 0.01% | 545 |
|
|
2023
Q4 | $324K | Buy |
1,328
+26
| +2% | +$6.34K | ﹤0.01% | 594 |
|
|
2023
Q3 | $264K | Sell |
1,302
-1,378
| -51% | -$280K | ﹤0.01% | 585 |
|
|
2023
Q2 | $247K | Sell |
2,680
-8,097
| -75% | -$748K | ﹤0.01% | 603 |
|
|
2023
Q1 | $639K | Buy |
+10,777
| New | +$639K | 0.01% | 367 |
|