Tobias Financial 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
2026 Q1	$332K	Sell	797 -56	-7%	-$23.8K	0.05%	104
2025 Q4	$332K	Sell	853 -97	-10%	-$40.1K	0.05%	106
2025 Q3	$401K	Buy	950 +134	+16%	+$57.3K	0.06%	92
2025 Q2	$357K	Hold	816	–	–	0.06%	91
2025 Q1	$275K	Buy	816 +4	+0.5%	+$1.45K	0.05%	91
2024 Q4	$300K	Sell	812 -78	-9%	-$31K	0.06%	89
2024 Q3	$346K	Sell	890 -11	-1%	-$3.82K	0.07%	79
2024 Q2	$296K	Buy	901 +23	+3%	+$7.32K	0.06%	82
2024 Q1	$264K	Buy	878 +2	+0.2%	+$543	0.06%	82
2023 Q4	$214K	Buy	+876	New	+$192K	0.05%	88
2020 Q1	–	Sell	-580	Closed	-$77K	–	267
2019 Q4	$77K	Buy	+580	New	+$73.5K	0.05%	79