Phillips Wealth Planners’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	$627K	Sell	1,315 -766	-37%	-$325K	0.47%	65
2025 Q4	$823K	Buy	2,081 +88	+4%	+$36.4K	0.66%	47
2025 Q3	$847K	Buy	1,993 +165	+9%	+$70.5K	0.7%	41
2025 Q2	$780K	Buy	1,828 +12	+0.7%	+$4.73K	0.71%	38
2025 Q1	$628K	Buy	1,816 +142	+8%	+$51.3K	0.66%	48
2024 Q4	$631K	Buy	1,674 +62	+4%	+$24.6K	0.63%	46
2024 Q3	$637K	Buy	1,612 +49	+3%	+$17K	0.61%	44
2024 Q2	$533K	Buy	1,563 +115	+8%	+$36.6K	0.56%	55
2024 Q1	$428K	Buy	1,448 +241	+20%	+$65.4K	0.49%	74
2023 Q4	$299K	Sell	1,207 -4	-0.3%	-$875	0.36%	97
2023 Q3	$232K	Buy	1,211 +8	+0.7%	+$1.6K	0.31%	124
2023 Q2	$230K	Sell	1,203 -7	-0.6%	-$1.24K	0.3%	128
2023 Q1	$227K	Buy	+1,210	New	+$220K	0.3%	129