HWMO
TT icon

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

Heritage Wealth Management (Ohio)’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 		$249K Sell
570
-45
-7% -$19.7K 0.08% 208
2025
Q1 		$207K Sell
615
-20
-3% -$6.74K 0.07% 218
2024
Q4 		$235K Sell
635
-65
-9% -$24K 0.08% 208
2024
Q3 		$272K Sell
700
-50
-7% -$19.4K 0.09% 194
2024
Q2 		$249K Buy
+750
New +$249K 0.08% 196