Horizon Family Wealth’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 | $318K | Buy |
727
+2
| +0.3% | +$876 | 0.19% | 65 |
|
|
2025
Q1 | $245K | Sell |
725
-109
| -13% | -$36.8K | 0.16% | 64 |
|
|
2024
Q4 | $308K | Buy |
834
+2
| +0.2% | +$739 | 0.2% | 66 |
|
|
2024
Q3 | $323K | Buy |
832
+2
| +0.2% | +$778 | 0.23% | 59 |
|
|
2024
Q2 | $273K | Buy |
830
+2
| +0.2% | +$658 | 0.21% | 62 |
|
|
2024
Q1 | $248K | Sell |
828
-222
| -21% | -$66.6K | 0.19% | 64 |
|
|
2023
Q4 | $256K | Buy |
1,050
+8
| +0.8% | +$1.95K | 0.22% | 58 |
|
|
2023
Q3 | $211K | Buy |
+1,042
| New | +$211K | 0.2% | 62 |
|
|
2022
Q1 | – | Sell |
-1,008
| Closed | -$204K | – | 63 |
|
|
2021
Q4 | $204K | Buy |
+1,008
| New | +$204K | 0.21% | 47 |
|