EWM
Evercore Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Hold |
1,316
| – | – | 0.01% | 269 |
|
|
2025
Q1 | $443K | Hold |
1,316
| – | – | 0.01% | 284 |
|
|
2024
Q4 | $486K | Hold |
1,316
| – | – | 0.01% | 279 |
|
|
2024
Q3 | $512K | Hold |
1,316
| – | – | 0.01% | 275 |
|
|
2024
Q2 | $433K | Sell |
1,316
-12
| -0.9% | -$3.95K | 0.01% | 291 |
|
|
2024
Q1 | $399K | Hold |
1,328
| – | – | 0.01% | 307 |
|
|
2023
Q4 | $324K | Sell |
1,328
-6
| -0.4% | -$1.46K | 0.01% | 331 |
|
|
2023
Q3 | $271K | Buy |
+1,334
| New | +$271K | 0.01% | 340 |
|
|
2018
Q1 | – | Sell |
-782
| Closed | -$69K | – | 756 |
|
|
2017
Q4 | $69K | Hold |
782
| – | – | ﹤0.01% | 530 |
|
|
2017
Q3 | $69K | Hold |
782
| – | – | ﹤0.01% | 529 |
|
|
2017
Q2 | $72K | Sell |
782
-109
| -12% | -$10K | ﹤0.01% | 528 |
|
|
2017
Q1 | $72K | Sell |
891
-21
| -2% | -$1.7K | ﹤0.01% | 541 |
|
|
2016
Q4 | $69K | Buy |
912
+352
| +63% | +$26.6K | ﹤0.01% | 546 |
|
|
2016
Q3 | $38K | Hold |
560
| – | – | ﹤0.01% | 656 |
|
|
2016
Q2 | $36K | Hold |
560
| – | – | ﹤0.01% | 647 |
|
|
2016
Q1 | $34K | Hold |
560
| – | – | ﹤0.01% | 637 |
|
|
2015
Q4 | $31K | Buy |
560
+360
| +180% | +$19.9K | ﹤0.01% | 681 |
|
|
2015
Q3 | $10K | Hold |
200
| – | – | ﹤0.01% | 839 |
|
|
2015
Q2 | $14K | Hold |
200
| – | – | ﹤0.01% | 851 |
|
|
2015
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 836 |
|
|
2014
Q4 | $12K | Hold |
200
| – | – | ﹤0.01% | 729 |
|
|
2014
Q3 | $12K | Hold |
200
| – | – | ﹤0.01% | 807 |
|
|
2014
Q2 | $12K | Buy |
+200
| New | +$12K | ﹤0.01% | 814 |
|
|
2013
Q4 | – | Sell |
-3,661
| Closed | -$238K | – | 985 |
|
|
2013
Q3 | $238K | Buy |
+3,661
| New | +$238K | 0.01% | 382 |
|