Heritage Wealth Advisors’s Trane Technologies TT Stock Holding History

Heritage Wealth Advisors’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.49M	Hold	3,410	–	–	0.07%	64
2025 Q1	$1.15M	Sell	3,410 -5	-0.1%	-$1.69K	0.06%	72
2024 Q4	$1.26M	Buy	3,415 +5	+0.1%	+$1.85K	0.06%	71
2024 Q3	$1.33M	Buy	3,410 +24	+0.7%	+$9.33K	0.06%	72
2024 Q2	$1.11M	Sell	3,386 -179	-5%	-$58.9K	0.05%	78
2024 Q1	$1.07M	Hold	3,565	–	–	0.05%	86
2023 Q4	$870K	Sell	3,565 -500	-12%	-$122K	0.04%	97
2023 Q3	$825K	Sell	4,065 -295	-7%	-$59.9K	0.05%	90
2023 Q2	$834K	Hold	4,360	–	–	0.04%	95
2023 Q1	$802K	Buy	4,360 +150	+4%	+$27.6K	0.04%	93
2022 Q4	$708K	Sell	4,210 -46	-1%	-$7.73K	0.04%	101
2022 Q3	$616K	Hold	4,256	–	–	0.04%	101
2022 Q2	$553K	Buy	4,256 +765	+22%	+$99.4K	0.04%	120
2022 Q1	$533K	Hold	3,491	–	–	0.03%	128
2021 Q4	$705K	Sell	3,491 -375	-10%	-$75.7K	0.04%	120
2021 Q3	$667K	Hold	3,866	–	–	0.04%	117
2021 Q2	$712K	Hold	3,866	–	–	0.04%	117
2021 Q1	$640K	Sell	3,866 -26	-0.7%	-$4.31K	0.04%	118
2020 Q4	$565K	Hold	3,892	–	–	0.04%	120
2020 Q3	$472K	Hold	3,892	–	–	0.06%	95
2020 Q2	$346K	Hold	3,892	–	–	0.05%	108
2020 Q1	$321K	Hold	3,892	–	–	0.06%	100
2019 Q4	$517K	Hold	3,892	–	–	0.07%	96
2019 Q3	$479K	Sell	3,892 -64	-2%	-$7.88K	0.07%	100
2019 Q2	$501K	Buy	3,956 +184	+5%	+$23.3K	0.08%	90
2019 Q1	$407K	Hold	3,772	–	–	0.07%	94
2018 Q4	$344K	Hold	3,772	–	–	0.07%	95
2018 Q3	$385K	Hold	3,772	–	–	0.08%	89
2018 Q2	$338K	Hold	3,772	–	–	0.13%	90
2018 Q1	$322K	Hold	3,772	–	–	0.13%	87
2017 Q4	$336K	Buy	3,772 +26	+0.7%	+$2.32K	0.14%	90
2017 Q3	$334K	Buy	3,746 +180	+5%	+$16K	0.17%	80
2017 Q2	$327K	Hold	3,566	–	–	0.17%	77
2017 Q1	$290K	Hold	3,566	–	–	0.16%	79
2016 Q4	$268K	Hold	3,566	–	–	0.18%	69
2016 Q3	$243K	Hold	3,566	–	–	0.17%	76
2016 Q2	$226K	Buy	3,566 +191	+6%	+$12.1K	0.15%	88
2016 Q1	$209K	Buy	+3,375	New	+$209K	0.16%	77