Liberty Wealth Management’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 | $397K | Buy |
908
+1
| +0.1% | +$437 | 0.06% | 145 |
|
|
2025
Q1 | $306K | Buy |
907
+19
| +2% | +$6.41K | 0.06% | 119 |
|
|
2024
Q4 | $328K | Sell |
888
-37
| -4% | -$13.7K | 0.05% | 155 |
|
|
2024
Q3 | $359K | Sell |
925
-18
| -2% | -$6.99K | 0.06% | 144 |
|
|
2024
Q2 | $310K | Sell |
943
-17
| -2% | -$5.59K | 0.06% | 154 |
|
|
2024
Q1 | $288K | Sell |
960
-3
| -0.3% | -$900 | 0.06% | 148 |
|
|
2023
Q4 | $235K | Sell |
963
-58
| -6% | -$14.2K | 0.05% | 147 |
|
|
2023
Q3 | $207K | Sell |
1,021
-31
| -3% | -$6.29K | 0.05% | 163 |
|
|
2023
Q2 | $201K | Buy |
+1,052
| New | +$201K | 0.05% | 183 |
|
|
2021
Q4 | – | Sell |
-773
| Closed | -$134K | – | 1023 |
|
|
2021
Q3 | $134K | Sell |
773
-234
| -23% | -$40.6K | 0.05% | 232 |
|
|
2021
Q2 | $185K | Buy |
1,007
+251
| +33% | +$46.1K | 0.07% | 144 |
|
|
2021
Q1 | $108K | Hold |
756
| – | – | 0.05% | 170 |
|
|
2020
Q4 | $108K | Buy |
756
+18
| +2% | +$2.57K | 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% | +$83 | 0.05% | 192 |
|
|
2019
Q4 | $98K | Sell |
737
-345
| -32% | -$45.9K | 0.08% | 159 |
|
|
2019
Q3 | $133K | Buy |
1,082
+78
| +8% | +$9.59K | 0.13% | 121 |
|
|
2019
Q2 | $127K | Buy |
1,004
+9
| +0.9% | +$1.14K | 0.11% | 143 |
|
|
2019
Q1 | $107K | Buy |
995
+28
| +3% | +$3.01K | 0.08% | 131 |
|
|
2018
Q4 | $88K | Buy |
+967
| New | +$88K | 0.07% | 138 |
|