Valeo 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
Q2 | $596K | Buy |
1,214
+162
| +15% | +$75.8K | 0.01% | 406 |
|
|
2026
Q1 | $439K | Sell |
1,052
-887
| -46% | -$377K | 0.01% | 445 |
|
|
2025
Q4 | $755K | Sell |
1,939
-134
| -6% | -$55.4K | 0.02% | 364 |
|
|
2025
Q3 | $875K | Hold |
2,073
| – | – | 0.02% | 336 |
|
|
2025
Q2 | $907K | Buy |
2,073
+75
| +4% | +$29.6K | 0.02% | 329 |
|
|
2025
Q1 | $673K | Sell |
1,998
-19
| -0.9% | -$6.87K | 0.02% | 337 |
|
|
2024
Q4 | $745K | Buy |
2,017
+57
| +3% | +$22.6K | 0.02% | 327 |
|
|
2024
Q3 | $762K | Buy |
1,960
+16
| +0.8% | +$5.55K | 0.02% | 313 |
|
|
2024
Q2 | $639K | Sell |
1,944
-67
| -3% | -$21.3K | 0.02% | 320 |
|
|
2024
Q1 | $596K | Buy |
2,011
+124
| +7% | +$33.7K | 0.02% | 325 |
|
|
2023
Q4 | $460K | Buy |
1,887
+468
| +33% | +$102K | 0.02% | 387 |
|
|
2023
Q3 | $288K | Buy |
1,419
+217
| +18% | +$43.5K | 0.01% | 471 |
|
|
2023
Q2 | $230K | Buy |
+1,202
| New | +$213K | 0.01% | 500 |
|
|
2021
Q2 | – | Sell |
-3,798
| Closed | -$629K | – | 1726 |
|
|
2021
Q1 | $629K | Hold |
3,798
| – | – | 0.03% | 237 |
|
|
2020
Q4 | $551K | Buy |
3,798
+3,591
| +1,735% | +$496K | 0.03% | 236 |
|
|
2020
Q3 | $25K | Sell |
207
-238
| -53% | -$26.7K | ﹤0.01% | 870 |
|
|
2020
Q2 | $40K | Sell |
445
-4
| -0.9% | -$348 | ﹤0.01% | 810 |
|
|
2020
Q1 | $41K | Buy |
449
+4
| +0.9% | +$486 | ﹤0.01% | 670 |
|
|
2019
Q4 | $59K | Hold |
445
| – | – | 0.01% | 591 |
|
|
2019
Q3 | $55K | Buy |
445
+278
| +166% | +$33.9K | 0.01% | 573 |
|
|
2019
Q2 | $21K | Sell |
167
-5
| -3% | -$598 | ﹤0.01% | 836 |
|
|
2019
Q1 | $19K | Hold |
172
| – | – | ﹤0.01% | 811 |
|
|
2018
Q4 | $16K | Sell |
172
-20
| -10% | -$1.97K | ﹤0.01% | 776 |
|
|
2018
Q3 | $18K | Sell |
192
-2,575
| -93% | -$252K | ﹤0.01% | 810 |
|
|
2018
Q2 | $266K | Buy |
2,767
+1,067
| +63% | +$93.7K | 0.04% | 245 |
|
|
2018
Q1 | $145K | Hold |
1,700
| – | – | 0.02% | 292 |
|
|
2017
Q4 | $152K | Hold |
1,700
| – | – | 0.02% | 279 |
|
|
2017
Q3 | $152K | Buy |
+1,700
| New | +$150K | 0.03% | 232 |
|
Other funds holding TT
FAM
DC
CNB
QCM
RIG
FIM
CHC
CIG
SIC