Mission 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	$706K	Buy	1,694 +145	+9%	+$61.6K	0.01%	403
2025 Q4	$603K	Buy	1,549 +14	+0.9%	+$5.79K	0.01%	447
2025 Q3	$648K	Sell	1,535 -50	-3%	-$21.4K	0.01%	425
2025 Q2	$693K	Sell	1,585 -186	-11%	-$73.4K	0.02%	404
2025 Q1	$597K	Sell	1,771 -56	-3%	-$20.2K	0.02%	415
2024 Q4	$675K	Sell	1,827 -138	-7%	-$54.8K	0.02%	365
2024 Q3	$764K	Sell	1,965 -425	-18%	-$147K	0.02%	348
2024 Q2	$786K	Buy	2,390 +265	+12%	+$84.3K	0.02%	323
2024 Q1	$638K	Buy	2,125 +268	+14%	+$72.7K	0.02%	373
2023 Q4	$453K	Buy	1,857 +164	+10%	+$35.9K	0.01%	391
2023 Q3	$343K	Buy	1,693 +33	+2%	+$6.61K	0.01%	421
2023 Q2	$318K	Buy	1,660 +9	+0.5%	+$1.6K	0.01%	443
2023 Q1	$304K	Sell	1,651 -1,174	-42%	-$213K	0.01%	444
2022 Q4	$475K	Sell	2,825 -11	-0.4%	-$1.82K	0.02%	326
2022 Q3	$411K	Sell	2,836 -1	-0%	-$149	0.02%	326
2022 Q2	$368K	Buy	2,837 +2	+0.1%	+$277	0.02%	363
2022 Q1	$433K	Sell	2,835 -404	-12%	-$66.1K	0.02%	343
2021 Q4	$654K	Buy	3,239 +542	+20%	+$102K	0.03%	256
2021 Q3	$466K	Buy	+2,697	New	+$519K	0.02%	305