Heritage Wealth Management (Ohio)’s Trane Technologies TT Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio TT Stock Details TT Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$222K	Sell
2025 Q2	$249K	Sell
2025 Q1	$207K	Sell
2024 Q4	$235K	Sell
2024 Q3	$272K	Sell
2024 Q2	$249K	Buy