EverSource Wealth Advisors’s Trane Technologies TT Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
3,048
+853
+39% +$373K 0.06% 217
2025
Q1
$740K Buy
2,195
+576
+36% +$194K 0.04% 303
2024
Q4
$598K Buy
1,619
+459
+40% +$170K 0.03% 335
2024
Q3
$451K Buy
1,160
+164
+16% +$63.8K 0.03% 349
2024
Q2
$333K Buy
996
+68
+7% +$22.7K 0.02% 415
2024
Q1
$295K Buy
928
+72
+8% +$22.9K 0.02% 379
2023
Q4
$209K Buy
856
+135
+19% +$32.9K 0.02% 424
2023
Q3
$146K Buy
721
+113
+19% +$22.9K 0.02% 471
2023
Q2
$116K Buy
608
+146
+32% +$27.9K 0.01% 529
2023
Q1
$85K Buy
462
+89
+24% +$16.4K 0.01% 594
2022
Q4
$62.7K Buy
373
+10
+3% +$1.68K 0.01% 664
2022
Q3
$53K Buy
363
+150
+70% +$21.9K 0.01% 623
2022
Q2
$28K Buy
213
+25
+13% +$3.29K 0.01% 747
2022
Q1
$29K Buy
188
+3
+2% +$463 0.01% 583
2021
Q4
$37K Buy
+185
New +$37K 0.01% 485