Gerber Kawasaki Wealth & Investment 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 | $5.16M | Buy |
11,798
+753
| +7% | +$329K | 0.2% | 76 |
|
2025
Q1 | $3.72M | Buy |
11,045
+212
| +2% | +$71.4K | 0.17% | 79 |
|
2024
Q4 | $4M | Buy |
10,833
+460
| +4% | +$170K | 0.17% | 77 |
|
2024
Q3 | $4.03M | Buy |
10,373
+403
| +4% | +$157K | 0.19% | 77 |
|
2024
Q2 | $3.28M | Buy |
9,970
+1,295
| +15% | +$426K | 0.16% | 80 |
|
2024
Q1 | $2.6M | Buy |
8,675
+619
| +8% | +$186K | 0.14% | 92 |
|
2023
Q4 | $1.97M | Buy |
8,056
+1,762
| +28% | +$430K | 0.12% | 97 |
|
2023
Q3 | $1.28M | Buy |
+6,294
| New | +$1.28M | 0.09% | 114 |
|
2021
Q4 | – | Sell |
-600
| Closed | -$103K | – | 1032 |
|
2021
Q3 | $103K | Buy |
+600
| New | +$103K | 0.01% | 237 |
|