Sage Private Wealth Group’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	$561K	Buy	1,347 +261	+24%	+$111K	0.28%	45
2025 Q4	$423K	Sell	1,086 -438	-29%	-$181K	0.23%	59
2025 Q3	$643K	Buy	1,524 +504	+49%	+$215K	0.36%	36
2025 Q2	$446K	Buy	1,020 +138	+16%	+$54.4K	0.29%	48
2025 Q1	$297K	Buy	882 +60	+7%	+$21.7K	0.23%	69
2024 Q4	$304K	Buy	822 +95	+13%	+$37.7K	0.23%	65
2024 Q3	$283K	Buy	727 +54	+8%	+$18.7K	0.22%	74
2024 Q2	$221K	Buy	+673	New	+$214K	0.19%	81
2022 Q4	–	Sell	-248	Closed	-$36K	–	170
2022 Q3	$36K	Hold	248	–	–	0.05%	93
2022 Q2	$32K	Hold	248	–	–	0.05%	92
2022 Q1	$38K	Hold	248	–	–	0.04%	94
2021 Q4	$50K	Hold	248	–	–	0.06%	88
2021 Q3	$43K	Hold	248	–	–	0.06%	88
2021 Q2	$46K	Hold	248	–	–	0.06%	86
2021 Q1	$41K	Hold	248	–	–	0.07%	90
2020 Q4	$36K	Buy	+248	New	+$34.2K	0.1%	88