Phillips Wealth Planners’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 | $780K | Buy |
1,828
+12
| +0.7% | +$5.12K | 0.71% | 38 |
|
|
2025
Q1 | $628K | Buy |
1,816
+142
| +8% | +$49.1K | 0.66% | 48 |
|
|
2024
Q4 | $631K | Buy |
1,674
+62
| +4% | +$23.4K | 0.63% | 46 |
|
|
2024
Q3 | $637K | Buy |
1,612
+49
| +3% | +$19.4K | 0.61% | 44 |
|
|
2024
Q2 | $533K | Buy |
1,563
+115
| +8% | +$39.2K | 0.56% | 55 |
|
|
2024
Q1 | $428K | Buy |
1,448
+241
| +20% | +$71.2K | 0.49% | 74 |
|
|
2023
Q4 | $299K | Sell |
1,207
-4
| -0.3% | -$989 | 0.36% | 97 |
|
|
2023
Q3 | $232K | Buy |
1,211
+8
| +0.7% | +$1.53K | 0.31% | 124 |
|
|
2023
Q2 | $230K | Sell |
1,203
-7
| -0.6% | -$1.34K | 0.3% | 128 |
|
|
2023
Q1 | $227K | Buy |
+1,210
| New | +$227K | 0.3% | 129 |
|