GeoWealth Management’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 | $560K | Buy |
1,281
+401
| +46% | +$175K | 0.02% | 383 |
|
|
2025
Q1 | $296K | Sell |
880
-187
| -18% | -$63K | 0.01% | 557 |
|
|
2024
Q4 | $394K | Buy |
1,067
+181
| +20% | +$66.9K | 0.01% | 532 |
|
|
2024
Q3 | $344K | Sell |
886
-36
| -4% | -$14K | 0.01% | 567 |
|
|
2024
Q2 | $303K | Buy |
922
+160
| +21% | +$52.6K | 0.01% | 573 |
|
|
2024
Q1 | $229K | Buy |
762
+330
| +76% | +$99.1K | 0.01% | 639 |
|
|
2023
Q4 | $105K | Buy |
+432
| New | +$105K | 0.01% | 584 |
|