Modera 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	$385K	Sell	923 -8	-0.9%	-$3.4K	﹤0.01%	486
2025 Q4	$362K	Buy	931 +15	+2%	+$6.2K	﹤0.01%	513
2025 Q3	$387K	Sell	916 -94	-9%	-$40.2K	﹤0.01%	495
2025 Q2	$442K	Buy	1,010 +98	+11%	+$38.7K	0.01%	469
2025 Q1	$307K	Sell	912 -358	-28%	-$129K	﹤0.01%	511
2024 Q4	$469K	Buy	1,270 +369	+41%	+$146K	0.01%	454
2024 Q3	$350K	Hold	901	–	–	﹤0.01%	465
2024 Q2	$296K	Buy	901 +2	+0.2%	+$636	﹤0.01%	479
2024 Q1	$270K	Buy	+899	New	+$244K	﹤0.01%	498
2022 Q1	–	Sell	-1,514	Closed	-$305K	–	577
2021 Q4	$305K	Buy	+1,514	New	+$285K	0.01%	410