Integrated Wealth Concepts’s Trane Technologies TT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.29M Sell
2025
Q2
$1.64M Buy
2025
Q1
$1.01M Buy
2024
Q4
$903K Buy
2024
Q3
$935K Sell
2024
Q2
$831K Sell
2024
Q1
$764K Buy
2023
Q4
$442K Sell
2023
Q3
$400K Buy
2023
Q2
$368K Buy
2023
Q1
$263K Buy