Pinnacle Wealth Planning Services’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 | $699K | Buy |
1,598
+417
| +35% | +$182K | 0.09% | 136 |
|
2025
Q1 | $398K | Buy |
1,181
+341
| +41% | +$115K | 0.06% | 200 |
|
2024
Q4 | $310K | Sell |
840
-547
| -39% | -$202K | 0.05% | 244 |
|
2024
Q3 | $539K | Buy |
1,387
+155
| +13% | +$60.3K | 0.07% | 180 |
|
2024
Q2 | $405K | Hold |
1,232
| – | – | 0.06% | 215 |
|
2024
Q1 | $370K | Sell |
1,232
-2
| -0.2% | -$600 | 0.05% | 246 |
|
2023
Q4 | $301K | Buy |
1,234
+3
| +0.2% | +$732 | 0.05% | 271 |
|
2023
Q3 | $250K | Hold |
1,231
| – | – | 0.04% | 298 |
|
2023
Q2 | $235K | Sell |
1,231
-15
| -1% | -$2.87K | 0.04% | 322 |
|
2023
Q1 | $229K | Sell |
1,246
-17
| -1% | -$3.13K | 0.04% | 339 |
|
2022
Q4 | $212K | Buy |
+1,263
| New | +$212K | 0.04% | 354 |
|
2021
Q1 | – | Sell |
-321
| Closed | -$46K | – | 1811 |
|
2020
Q4 | $46K | Buy |
+321
| New | +$46K | 0.01% | 836 |
|