Liberty Wealth Management’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	$361K	Sell	866 -7	-0.8%	-$2.97K	0.05%	180
2025 Q4	$340K	Sell	873 -24	-3%	-$9.93K	0.04%	172
2025 Q3	$379K	Sell	897 -11	-1%	-$4.7K	0.05%	155
2025 Q2	$397K	Buy	908 +1	+0.1%	+$395	0.06%	145
2025 Q1	$306K	Buy	907 +19	+2%	+$6.87K	0.06%	119
2024 Q4	$328K	Sell	888 -37	-4%	-$14.7K	0.05%	155
2024 Q3	$359K	Sell	925 -18	-2%	-$6.24K	0.06%	144
2024 Q2	$310K	Sell	943 -17	-2%	-$5.41K	0.06%	154
2024 Q1	$288K	Sell	960 -3	-0.3%	-$814	0.06%	148
2023 Q4	$235K	Sell	963 -58	-6%	-$12.7K	0.05%	147
2023 Q3	$207K	Sell	1,021 -31	-3%	-$6.21K	0.05%	163
2023 Q2	$201K	Buy	+1,052	New	+$187K	0.05%	183
2021 Q4	–	Sell	-773	Closed	-$134K	–	1023
2021 Q3	$134K	Sell	773 -234	-23%	-$45K	0.05%	232
2021 Q2	$185K	Buy	1,007 +251	+33%	+$44.7K	0.07%	144
2021 Q1	$108K	Hold	756	–	–	0.05%	170
2020 Q4	$108K	Buy	756 +18	+2%	+$2.49K	0.05%	168
2020 Q3	$89K	Hold	738	–	–	0.05%	172
2020 Q2	$66K	Hold	738	–	–	0.05%	194
2020 Q1	$61K	Buy	738 +1	+0.1%	+$121	0.05%	192
2019 Q4	$98K	Sell	737 -345	-32%	-$43.7K	0.08%	159
2019 Q3	$133K	Buy	1,082 +78	+8%	+$9.52K	0.13%	121
2019 Q2	$127K	Buy	1,004 +9	+0.9%	+$1.08K	0.11%	143
2019 Q1	$107K	Buy	995 +28	+3%	+$2.84K	0.08%	131
2018 Q4	$88K	Buy	+967	New	+$95.1K	0.07%	138