Joel Isaacson & Co’s Trane Technologies TT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$258K	Hold	620	–	–	0.01%	387
2025 Q4	$241K	Sell	620 -11	-2%	-$4.55K	0.01%	405
2025 Q3	$266K	Hold	631	–	–	0.01%	377
2025 Q2	$276K	Buy	631 +11	+2%	+$4.34K	0.01%	348
2025 Q1	$209K	Buy	+620	New	+$224K	0.01%	373
2015 Q4	–	Sell	-90	Closed	-$5K	–	793
2015 Q3	$5K	Hold	90	–	–	﹤0.01%	631
2015 Q2	$6K	Sell	90 -22,999	-100%	-$1.57M	﹤0.01%	648
2015 Q1	$1.57M	Buy	23,089 +1,238	+6%	+$81.8K	0.4%	32
2014 Q4	$1.39M	Hold	21,851	–	–	0.37%	33
2014 Q3	$1.23M	Hold	21,851	–	–	0.38%	36
2014 Q2	$1.37M	Hold	21,851	–	–	0.43%	30
2014 Q1	$1.25M	Hold	21,851	–	–	0.42%	31
2013 Q4	$1.35M	Sell	21,851 -5,506	-20%	-$303K	0.49%	25
2013 Q3	$1.42M	Hold	27,357	–	–	0.58%	23
2013 Q2	$1.21M	Buy	+27,357	New	+$1.22M	0.57%	26