Meridian Wealth Advisors’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 | $4.9M | Sell |
11,194
-11,296
| -50% | -$4.94M | 0.77% | 35 |
|
|
2025
Q1 | $7.58M | Buy |
22,490
+122
| +0.5% | +$41.1K | 1.29% | 19 |
|
|
2024
Q4 | $8.26M | Sell |
22,368
-639
| -3% | -$236K | 1.36% | 18 |
|
|
2024
Q3 | $8.94M | Sell |
23,007
-246
| -1% | -$95.6K | 1.5% | 16 |
|
|
2024
Q2 | $7.65M | Buy |
23,253
+881
| +4% | +$290K | 1.36% | 16 |
|
|
2024
Q1 | $6.72M | Buy |
22,372
+779
| +4% | +$234K | 1.26% | 21 |
|
|
2023
Q4 | $5.27M | Buy |
21,593
+481
| +2% | +$117K | 1.15% | 24 |
|
|
2023
Q3 | $4.28M | Buy |
21,112
+466
| +2% | +$94.6K | 1.07% | 26 |
|
|
2023
Q2 | $3.95M | Buy |
20,646
+350
| +2% | +$66.9K | 0.96% | 26 |
|
|
2023
Q1 | $3.73M | Buy |
20,296
+1,163
| +6% | +$214K | 0.93% | 25 |
|
|
2022
Q4 | $3.22M | Buy |
19,133
+2,860
| +18% | +$481K | 0.83% | 31 |
|
|
2022
Q3 | $2.36M | Sell |
16,273
-274
| -2% | -$39.7K | 0.66% | 36 |
|
|
2022
Q2 | $2.15M | Buy |
16,547
+2,321
| +16% | +$301K | 0.57% | 46 |
|
|
2022
Q1 | $2.17M | Buy |
14,226
+1,270
| +10% | +$194K | 0.5% | 48 |
|
|
2021
Q4 | $2.62M | Buy |
12,956
+1,066
| +9% | +$215K | 0.64% | 41 |
|
|
2021
Q3 | $2.05M | Buy |
11,890
+378
| +3% | +$65.3K | 0.57% | 45 |
|
|
2021
Q2 | $2.12M | Buy |
11,512
+963
| +9% | +$177K | 0.6% | 40 |
|
|
2021
Q1 | $1.75M | Buy |
10,549
+3,019
| +40% | +$500K | 0.58% | 40 |
|
|
2020
Q4 | $1.09M | Buy |
7,530
+1,882
| +33% | +$273K | 0.4% | 54 |
|
|
2020
Q3 | $685K | Sell |
5,648
-116
| -2% | -$14.1K | 0.29% | 73 |
|
|
2020
Q2 | $513K | Buy |
5,764
+180
| +3% | +$16K | 0.24% | 88 |
|
|
2020
Q1 | $461K | Sell |
5,584
-791
| -12% | -$65.3K | 0.25% | 77 |
|
|
2019
Q4 | $847K | Sell |
6,375
-350
| -5% | -$46.5K | 0.33% | 61 |
|
|
2019
Q3 | $829K | Buy |
6,725
+448
| +7% | +$55.2K | 0.35% | 60 |
|
|
2019
Q2 | $799K | Buy |
6,277
+32
| +0.5% | +$4.07K | 0.56% | 40 |
|
|
2019
Q1 | $674K | Buy |
6,245
+741
| +13% | +$80K | 0.49% | 45 |
|
|
2018
Q4 | $502K | Buy |
+5,504
| New | +$502K | 0.39% | 49 |
|