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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $875K | Hold |
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|
2025
Q2 | $907K | Buy |
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|
2025
Q1 | $673K | Sell |
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|
2024
Q4 | $745K | Buy |
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|
2024
Q3 | $762K | Buy |
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|
2024
Q2 | $639K | Sell |
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|
2024
Q1 | $596K | Buy |
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|
2023
Q4 | $460K | Buy |
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|
2023
Q3 | $288K | Buy |
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|
2023
Q2 | $230K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $629K | Hold |
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|
2020
Q4 | $551K | Buy |
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|
2020
Q3 | $25K | Sell |
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|
2020
Q2 | $40K | Sell |
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|
2020
Q1 | $41K | Buy |
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|
2019
Q4 | $59K | Hold |
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|
2019
Q3 | $55K | Buy |
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|
2019
Q2 | $21K | Sell |
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|
2019
Q1 | $19K | Hold |
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|
2018
Q4 | $16K | Sell |
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|
2018
Q3 | $18K | Sell |
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|
2018
Q2 | $266K | Buy |
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|
2018
Q1 | $145K | Hold |
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|
2017
Q4 | $152K | Hold |
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|
2017
Q3 | $152K | Buy |
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