Lyell 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	$408K	Buy	980 +50	+5%	+$21.2K	0.03%	165
2025 Q4	$362K	Buy	930 +87	+10%	+$36K	0.03%	170
2025 Q3	$356K	Hold	843	–	–	0.03%	166
2025 Q2	$369K	Hold	843	–	–	0.03%	165
2025 Q1	$284K	Sell	843 -15	-2%	-$5.42K	0.03%	173
2024 Q4	$317K	Hold	858	–	–	0.03%	165
2024 Q3	$334K	Sell	858 -2	-0.2%	-$694	0.03%	171
2024 Q2	$283K	Buy	860 +2	+0.2%	+$636	0.03%	176
2024 Q1	$258K	Buy	858 +15	+2%	+$4.07K	0.03%	176
2023 Q4	$206K	Buy	+843	New	+$184K	0.02%	190
2021 Q3	–	Sell	-1,318	Closed	-$243K	–	189
2021 Q2	$243K	Buy	+1,318	New	+$235K	0.03%	171