Palisades Hudson Asset Management’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 | $624K | Hold |
1,427
| – | – | 0.24% | 47 |
|
|
2025
Q1 | $481K | Hold |
1,427
| – | – | 0.22% | 53 |
|
|
2024
Q4 | $527K | Hold |
1,427
| – | – | 0.22% | 55 |
|
|
2024
Q3 | $554K | Hold |
1,427
| – | – | 0.23% | 55 |
|
|
2024
Q2 | $470K | Hold |
1,427
| – | – | 0.22% | 57 |
|
|
2024
Q1 | $428K | Hold |
1,427
| – | – | 0.2% | 60 |
|
|
2023
Q4 | $348K | Hold |
1,427
| – | – | 0.17% | 66 |
|
|
2023
Q3 | $289K | Hold |
1,427
| – | – | 0.16% | 72 |
|
|
2023
Q2 | $273K | Hold |
1,427
| – | – | 0.14% | 75 |
|
|
2023
Q1 | $263K | Hold |
1,427
| – | – | 0.14% | 78 |
|
|
2022
Q4 | $240K | Hold |
1,427
| – | – | 0.13% | 92 |
|
|
2022
Q3 | $207K | Buy |
+1,427
| New | +$207K | 0.13% | 95 |
|
|
2022
Q2 | – | Sell |
-1,427
| Closed | -$218K | – | 112 |
|
|
2022
Q1 | $218K | Sell |
1,427
-3
| -0.2% | -$458 | 0.1% | 106 |
|
|
2021
Q4 | $289K | Buy |
1,430
+30
| +2% | +$6.06K | 0.12% | 93 |
|
|
2021
Q3 | $242K | Hold |
1,400
| – | – | 0.11% | 101 |
|
|
2021
Q2 | $258K | Hold |
1,400
| – | – | 0.12% | 98 |
|
|
2021
Q1 | $232K | Hold |
1,400
| – | – | 0.11% | 99 |
|
|
2020
Q4 | $203K | Buy |
+1,400
| New | +$203K | 0.11% | 103 |
|