MWM
Moran Wealth Management’s Trane Technologies TT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $58.3M | Sell |
133,392
-49,822
| -27% | -$21.8M | 1.8% | 3 |
|
|
2025
Q1 | $61.7M | Sell |
183,214
-3,879
| -2% | -$1.31M | 2.08% | 1 |
|
|
2024
Q4 | $69.1M | Buy |
187,093
+18,273
| +11% | +$6.75M | 2.2% | 1 |
|
|
2024
Q3 | $65.6M | Sell |
168,820
-6,215
| -4% | -$2.42M | 2.02% | 1 |
|
|
2024
Q2 | $57.6M | Sell |
175,035
-8,632
| -5% | -$2.84M | 1.89% | 2 |
|
|
2024
Q1 | $55.1M | Sell |
183,667
-5,797
| -3% | -$1.74M | 1.79% | 2 |
|
|
2023
Q4 | $46.2M | Sell |
189,464
-6,577
| -3% | -$1.6M | 1.64% | 4 |
|
|
2023
Q3 | $39.8M | Sell |
196,041
-1,959
| -1% | -$398K | 1.54% | 5 |
|
|
2023
Q2 | $37.9M | Sell |
198,000
-7,414
| -4% | -$1.42M | 1.42% | 4 |
|
|
2023
Q1 | $37.8M | Sell |
205,414
-1,458
| -0.7% | -$268K | 1.43% | 4 |
|
|
2022
Q4 | $34.8M | Buy |
+206,872
| New | +$34.8M | 1.32% | 8 |
|