Univest Financial’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	$315K	Hold	720	–	–	0.02%	222
2025 Q1	$242K	Hold	720	–	–	0.02%	245
2024 Q4	$266K	Buy	720 +1	+0.1%	+$369	0.02%	249
2024 Q3	$280K	Buy	+719	New	+$280K	0.02%	245