Everhart Financial Group’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 | $1.3M | Buy |
2,973
+224
| +8% | +$98K | 0.15% | 95 |
|
|
2025
Q1 | $926K | Buy |
2,749
+141
| +5% | +$47.5K | 0.13% | 116 |
|
|
2024
Q4 | $963K | Buy |
2,608
+91
| +4% | +$33.6K | 0.2% | 103 |
|
|
2024
Q3 | $978K | Buy |
2,517
+379
| +18% | +$147K | 0.22% | 106 |
|
|
2024
Q2 | $703K | Buy |
2,138
+232
| +12% | +$76.3K | 0.18% | 117 |
|
|
2024
Q1 | $572K | Buy |
1,906
+961
| +102% | +$288K | 0.17% | 129 |
|
|
2023
Q4 | $230K | Buy |
+945
| New | +$230K | 0.08% | 218 |
|