Monte Financial Group’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	$1.51M	Buy	3,624 +59	+2%	+$25K	0.54%	61
2025 Q4	$1.39M	Buy	3,565 +125	+4%	+$51.7K	0.52%	61
2025 Q3	$1.45M	Buy	3,440 +123	+4%	+$52.6K	0.53%	53
2025 Q2	$1.45M	Buy	3,317 +59	+2%	+$23.3K	0.56%	51
2025 Q1	$1.09M	Buy	3,258 +273	+9%	+$98.7K	0.48%	61
2024 Q4	$1.1M	Sell	2,985 -72	-2%	-$28.6K	0.47%	55
2024 Q3	$1.19M	Sell	3,057 -505	-14%	-$175K	0.49%	53
2024 Q2	$1.17M	Sell	3,562 -52	-1%	-$16.5K	0.52%	53
2024 Q1	$1.08M	Sell	3,614 -478	-12%	-$130K	0.48%	56
2023 Q4	$998K	Sell	4,092 -480	-10%	-$105K	0.47%	54
2023 Q3	$928K	Sell	4,572 -24	-0.5%	-$4.81K	0.47%	52
2023 Q2	$879K	Buy	4,596 +1,435	+45%	+$255K	0.43%	58
2023 Q1	$582K	Buy	+3,161	New	+$574K	0.31%	63