Moneta Group Investment 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 | $935K | Buy |
2,138
+79
| +4% | +$34.6K | 0.01% | 321 |
|
|
2025
Q1 | $694K | Buy |
2,059
+63
| +3% | +$21.2K | 0.01% | 349 |
|
|
2024
Q4 | $737K | Sell |
1,996
-121
| -6% | -$44.7K | 0.01% | 324 |
|
|
2024
Q3 | $823K | Buy |
2,117
+159
| +8% | +$61.8K | 0.01% | 307 |
|
|
2024
Q2 | $644K | Buy |
1,958
+36
| +2% | +$11.8K | 0.01% | 339 |
|
|
2024
Q1 | $577K | Buy |
1,922
+67
| +4% | +$20.1K | 0.01% | 351 |
|
|
2023
Q4 | $452K | Buy |
1,855
+54
| +3% | +$13.2K | 0.01% | 357 |
|
|
2023
Q3 | $366K | Sell |
1,801
-10
| -0.6% | -$2.03K | 0.01% | 370 |
|
|
2023
Q2 | $346K | Sell |
1,811
-131
| -7% | -$25.1K | 0.01% | 403 |
|
|
2023
Q1 | $357K | Buy |
1,942
+270
| +16% | +$49.7K | 0.01% | 382 |
|
|
2022
Q4 | $300K | Sell |
1,672
-117
| -7% | -$21K | 0.01% | 374 |
|
|
2022
Q3 | $259K | Buy |
+1,789
| New | +$259K | 0.01% | 379 |
|
|
2022
Q2 | – | Sell |
-1,362
| Closed | -$208K | – | 502 |
|
|
2022
Q1 | $208K | Buy |
1,362
+16
| +1% | +$2.44K | 0.01% | 422 |
|
|
2021
Q4 | $272K | Buy |
1,346
+130
| +11% | +$26.3K | 0.01% | 395 |
|
|
2021
Q3 | $210K | Buy |
+1,216
| New | +$210K | 0.01% | 428 |
|
|
2018
Q2 | – | Sell |
-2
| Closed | – | – | 622 |
|
|
2018
Q1 | $0 | Sell |
2
-3
| -60% | – | ﹤0.01% | 709 |
|
|
2017
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 541 |
|