EverSource Wealth Advisors’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.44M	Buy	3,448 +645	+23%	+$274K	0.04%	293
2025 Q4	$1.09M	Sell	2,803 -163	-5%	-$67.4K	0.04%	317
2025 Q3	$1.25M	Sell	2,966 -82	-3%	-$35K	0.05%	263
2025 Q2	$1.33M	Buy	3,048 +853	+39%	+$337K	0.06%	218
2025 Q1	$740K	Buy	2,195 +576	+36%	+$208K	0.04%	304
2024 Q4	$598K	Buy	1,619 +459	+40%	+$182K	0.03%	335
2024 Q3	$451K	Buy	1,160 +164	+16%	+$56.9K	0.03%	349
2024 Q2	$333K	Buy	996 +68	+7%	+$21.6K	0.02%	415
2024 Q1	$295K	Buy	928 +72	+8%	+$19.5K	0.02%	379
2023 Q4	$209K	Buy	856 +135	+19%	+$29.5K	0.02%	424
2023 Q3	$146K	Buy	721 +113	+19%	+$22.6K	0.02%	471
2023 Q2	$116K	Buy	608 +146	+32%	+$25.9K	0.01%	529
2023 Q1	$85K	Buy	462 +89	+24%	+$16.2K	0.01%	594
2022 Q4	$62.7K	Buy	373 +10	+3%	+$1.65K	0.01%	664
2022 Q3	$53K	Buy	363 +150	+70%	+$22.4K	0.01%	623
2022 Q2	$28K	Buy	213 +25	+13%	+$3.46K	0.01%	747
2022 Q1	$29K	Buy	188 +3	+2%	+$491	0.01%	583
2021 Q4	$37K	Buy	+185	New	+$34.8K	0.01%	485