Pinnacle Wealth Planning Services’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	$641K	Sell	1,537 -10	-0.6%	-$4.25K	0.07%	173
2025 Q4	$602K	Sell	1,547 -48	-3%	-$19.9K	0.06%	174
2025 Q3	$673K	Sell	1,595 -3	-0.2%	-$1.28K	0.08%	155
2025 Q2	$699K	Buy	1,598 +417	+35%	+$165K	0.09%	136
2025 Q1	$398K	Buy	1,181 +341	+41%	+$123K	0.06%	200
2024 Q4	$310K	Sell	840 -547	-39%	-$217K	0.05%	244
2024 Q3	$539K	Buy	1,387 +155	+13%	+$53.8K	0.07%	180
2024 Q2	$405K	Hold	1,232	–	–	0.06%	215
2024 Q1	$370K	Sell	1,232 -2	-0.2%	-$543	0.05%	246
2023 Q4	$301K	Buy	1,234 +3	+0.2%	+$656	0.05%	271
2023 Q3	$250K	Hold	1,231	–	–	0.04%	298
2023 Q2	$235K	Sell	1,231 -15	-1%	-$2.66K	0.04%	322
2023 Q1	$229K	Sell	1,246 -17	-1%	-$3.09K	0.04%	339
2022 Q4	$212K	Buy	+1,263	New	+$209K	0.04%	354
2021 Q1	–	Sell	-321	Closed	-$46K	–	1819
2020 Q4	$46K	Buy	+321	New	+$44.3K	0.01%	838