Phillips Wealth Planners’s Trane Technologies TT Stock Holding History

Phillips Wealth Planners’s Portfolio TT Stock Details TT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$847K	Buy
2025 Q2	$780K	Buy
2025 Q1	$628K	Buy
2024 Q4	$631K	Buy
2024 Q3	$637K	Buy
2024 Q2	$533K	Buy
2024 Q1	$428K	Buy
2023 Q4	$299K	Sell
2023 Q3	$232K	Buy
2023 Q2	$230K	Sell
2023 Q1	$227K	Buy