Plante Moran Financial Advisors’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 | $118K | Hold |
270
| – | – | 0.01% | 220 |
|
|
2025
Q1 | $91K | Hold |
270
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $99.7K | Sell |
270
-12
| -4% | -$4.43K | 0.01% | 258 |
|
|
2024
Q3 | $110K | Sell |
282
-382
| -58% | -$148K | 0.01% | 268 |
|
|
2024
Q2 | $218K | Hold |
664
| – | – | 0.02% | 164 |
|
|
2024
Q1 | $199K | Sell |
664
-3
| -0.4% | -$901 | 0.02% | 176 |
|
|
2023
Q4 | $163K | Buy |
667
+3
| +0.5% | +$732 | 0.02% | 195 |
|
|
2023
Q3 | $135K | Sell |
664
-8
| -1% | -$1.62K | 0.02% | 199 |
|
|
2023
Q2 | $129K | Buy |
672
+8
| +1% | +$1.53K | 0.02% | 203 |
|
|
2023
Q1 | $122K | Sell |
664
-35
| -5% | -$6.44K | 0.02% | 204 |
|
|
2022
Q4 | $117K | Buy |
699
+35
| +5% | +$5.88K | 0.02% | 214 |
|
|
2022
Q3 | $96K | Hold |
664
| – | – | 0.02% | 219 |
|
|
2022
Q2 | $86K | Sell |
664
-65
| -9% | -$8.42K | 0.01% | 234 |
|
|
2022
Q1 | $111K | Sell |
729
-291
| -29% | -$44.3K | 0.02% | 214 |
|
|
2021
Q4 | $206K | Buy |
1,020
+19
| +2% | +$3.84K | 0.03% | 176 |
|
|
2021
Q3 | $173K | Sell |
1,001
-10
| -1% | -$1.73K | 0.04% | 207 |
|
|
2021
Q2 | $186K | Buy |
1,011
+446
| +79% | +$82.1K | 0.05% | 186 |
|
|
2021
Q1 | $94K | Sell |
565
-2,732
| -83% | -$455K | 0.03% | 253 |
|
|
2020
Q4 | $479K | Buy |
3,297
+2,734
| +486% | +$397K | 0.15% | 83 |
|
|
2020
Q3 | $68K | Buy |
563
+268
| +91% | +$32.4K | 0.02% | 275 |
|
|
2020
Q2 | $26K | Buy |
+295
| New | +$26K | 0.01% | 386 |
|
|
2018
Q4 | – | Sell |
-464
| Closed | -$47K | – | 965 |
|
|
2018
Q3 | $47K | Hold |
464
| – | – | 0.02% | 307 |
|
|
2018
Q2 | $42K | Hold |
464
| – | – | 0.02% | 365 |
|
|
2018
Q1 | $40K | Hold |
464
| – | – | 0.02% | 389 |
|
|
2017
Q4 | $41K | Hold |
464
| – | – | 0.02% | 384 |
|
|
2017
Q3 | $41K | Hold |
464
| – | – | 0.02% | 351 |
|
|
2017
Q2 | $42K | Hold |
464
| – | – | 0.03% | 354 |
|
|
2017
Q1 | $38K | Buy |
464
+453
| +4,118% | +$37.1K | 0.02% | 363 |
|
|
2016
Q4 | $1K | Buy |
+11
| New | +$1K | ﹤0.01% | 934 |
|
|
2015
Q4 | – | Sell |
-400
| Closed | -$20K | – | 993 |
|
|
2015
Q3 | $20K | Sell |
400
-464
| -54% | -$23.2K | 0.02% | 384 |
|
|
2015
Q2 | $58K | Hold |
864
| – | – | 0.04% | 269 |
|
|
2015
Q1 | $59K | Hold |
864
| – | – | 0.04% | 258 |
|
|
2014
Q4 | $55K | Hold |
864
| – | – | 0.04% | 269 |
|
|
2014
Q3 | $49K | Buy |
864
+400
| +86% | +$22.7K | 0.04% | 261 |
|
|
2014
Q2 | $29K | Hold |
464
| – | – | 0.03% | 321 |
|
|
2014
Q1 | $27K | Hold |
464
| – | – | 0.03% | 224 |
|
|
2013
Q4 | $29K | Sell |
464
-117
| -20% | -$7.31K | 0.02% | 304 |
|
|
2013
Q3 | $30K | Hold |
581
| – | – | 0.02% | 242 |
|
|
2013
Q2 | $26K | Buy |
+581
| New | +$26K | 0.02% | 223 |
|