RKL Wealth Management’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 | $3.94M | Sell |
9,013
-409
| -4% | -$179K | 0.35% | 43 |
|
|
2025
Q1 | $3.17M | Buy |
9,422
+37
| +0.4% | +$12.5K | 0.3% | 50 |
|
|
2024
Q4 | $3.47M | Sell |
9,385
-194
| -2% | -$71.7K | 0.31% | 48 |
|
|
2024
Q3 | $3.72M | Sell |
9,579
-284
| -3% | -$110K | 0.34% | 43 |
|
|
2024
Q2 | $3.24M | Sell |
9,863
-52
| -0.5% | -$17.1K | 0.31% | 45 |
|
|
2024
Q1 | $2.98M | Sell |
9,915
-137
| -1% | -$41.1K | 0.29% | 47 |
|
|
2023
Q4 | $2.45M | Sell |
10,052
-188
| -2% | -$45.9K | 0.27% | 49 |
|
|
2023
Q3 | $2.08M | Buy |
10,240
+6
| +0.1% | +$1.22K | 0.25% | 52 |
|
|
2023
Q2 | $1.96M | Sell |
10,234
-95
| -0.9% | -$18.2K | 0.23% | 54 |
|
|
2023
Q1 | $1.9M | Sell |
10,329
-358
| -3% | -$65.9K | 0.24% | 55 |
|
|
2022
Q4 | $1.8M | Sell |
10,687
-404
| -4% | -$67.9K | 0.24% | 56 |
|
|
2022
Q3 | $1.61M | Sell |
11,091
-19
| -0.2% | -$2.75K | 0.23% | 58 |
|
|
2022
Q2 | $1.44M | Buy |
11,110
+200
| +2% | +$26K | 0.2% | 65 |
|
|
2022
Q1 | $1.67M | Sell |
10,910
-81
| -0.7% | -$12.4K | 0.2% | 63 |
|
|
2021
Q4 | $2.22M | Sell |
10,991
-65
| -0.6% | -$13.1K | 0.26% | 52 |
|
|
2021
Q3 | $1.91M | Sell |
11,056
-210
| -2% | -$36.3K | 0.24% | 56 |
|
|
2021
Q2 | $2.08M | Sell |
11,266
-313
| -3% | -$57.6K | 0.26% | 54 |
|
|
2021
Q1 | $1.92M | Sell |
11,579
-1,472
| -11% | -$244K | 0.26% | 55 |
|
|
2020
Q4 | $1.89M | Sell |
13,051
-692
| -5% | -$100K | 0.26% | 54 |
|
|
2020
Q3 | $1.67M | Sell |
13,743
-667
| -5% | -$80.9K | 0.27% | 53 |
|
|
2020
Q2 | $1.28M | Buy |
14,410
+3,241
| +29% | +$288K | 0.22% | 62 |
|
|
2020
Q1 | $922K | Sell |
11,169
-459
| -4% | -$37.9K | 0.19% | 67 |
|
|
2019
Q4 | $1.55M | Sell |
11,628
-285
| -2% | -$37.9K | 0.28% | 60 |
|
|
2019
Q3 | $1.47M | Sell |
11,913
-303
| -2% | -$37.5K | 0.28% | 58 |
|
|
2019
Q2 | $1.54M | Sell |
12,216
-43
| -0.4% | -$5.43K | 0.28% | 58 |
|
|
2019
Q1 | $1.33M | Sell |
12,259
-215
| -2% | -$23.3K | 0.26% | 62 |
|
|
2018
Q4 | $1.14M | Sell |
12,474
-333
| -3% | -$30.4K | 0.26% | 66 |
|
|
2018
Q3 | $1.31M | Sell |
12,807
-577
| -4% | -$59.2K | 0.28% | 67 |
|
|
2018
Q2 | $1.2M | Sell |
13,384
-103
| -0.8% | -$9.24K | 0.27% | 72 |
|
|
2018
Q1 | $1.15M | Buy |
13,487
+533
| +4% | +$45.5K | 0.27% | 71 |
|
|
2017
Q4 | $1.16M | Buy |
12,954
+988
| +8% | +$88.4K | 0.29% | 73 |
|
|
2017
Q3 | $1.07M | Buy |
11,966
+2,072
| +21% | +$185K | 0.3% | 70 |
|
|
2017
Q2 | $905K | Buy |
9,894
+4,012
| +68% | +$367K | 0.29% | 72 |
|
|
2017
Q1 | $478K | Buy |
+5,882
| New | +$478K | 0.19% | 86 |
|