Forum Financial Management’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	–	Sell	-1,991	Closed	-$775K	–	942
2025 Q4	$775K	Hold	1,991	–	–	0.01%	313
2025 Q3	$840K	Sell	1,991 -1	-0.1%	-$427	0.01%	279
2025 Q2	$871K	Sell	1,992 -101	-5%	-$39.8K	0.01%	243
2025 Q1	$705K	Sell	2,093 -38	-2%	-$13.7K	0.01%	271
2024 Q4	$787K	Sell	2,131 -16	-0.7%	-$6.35K	0.01%	249
2024 Q3	$835K	Buy	2,147 +2	+0.1%	+$694	0.01%	215
2024 Q2	$706K	Sell	2,145 -29	-1%	-$9.22K	0.01%	225
2024 Q1	$653K	Buy	2,174 +11	+0.5%	+$2.99K	0.01%	259
2023 Q4	$528K	Buy	2,163 +87	+4%	+$19K	0.01%	278
2023 Q3	$421K	Hold	2,076	–	–	0.01%	328
2023 Q2	$397K	Buy	2,076 +84	+4%	+$14.9K	0.01%	349
2023 Q1	$366K	Sell	1,992 -25	-1%	-$4.54K	0.01%	344
2022 Q4	$339K	Sell	2,017 -85	-4%	-$14K	0.01%	357
2022 Q3	$304K	Hold	2,102	–	–	0.01%	340
2022 Q2	$273K	Sell	2,102 -180	-8%	-$24.9K	0.01%	386
2022 Q1	$348K	Hold	2,282	–	–	0.02%	332
2021 Q4	$461K	Buy	+2,282	New	+$429K	0.02%	272