Roberts Wealth Advisors’s Trane Technologies TT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.7M | Sell |
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|
2025
Q1 | $8.48M | Sell |
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|
2024
Q4 | $9.78M | Sell |
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|
2024
Q3 | $10.3M | Buy |
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|
2024
Q2 | $8.63M | Sell |
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|
2024
Q1 | $7.69M | Sell |
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|
2023
Q4 | $20.4M | Sell |
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|
2023
Q3 | $5.86M | Buy |
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|
2023
Q2 | $5.32M | Sell |
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|
2023
Q1 | $5M | Buy |
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|
2022
Q4 | $4.89M | Buy |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $3.62M | Buy |
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|
2022
Q1 | $4.14M | Buy |
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|
2021
Q4 | $5.19M | Buy |
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|
2021
Q3 | $4.54M | Buy |
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