Waverly Advisors’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 | $2.76M | Sell |
6,304
-51
| -0.8% | -$22.3K | 0.03% | 426 |
|
|
2025
Q1 | $2.14M | Buy |
6,355
+233
| +4% | +$78.5K | 0.03% | 465 |
|
|
2024
Q4 | $2.26M | Buy |
6,122
+4,057
| +196% | +$1.5M | 0.04% | 359 |
|
|
2024
Q3 | $803K | Sell |
2,065
-87
| -4% | -$33.8K | 0.01% | 488 |
|
|
2024
Q2 | $708K | Buy |
+2,152
| New | +$708K | 0.01% | 497 |
|
|
2014
Q4 | – | Sell |
-96
| Closed | -$5K | – | 660 |
|
|
2014
Q3 | $5K | Hold |
96
| – | – | ﹤0.01% | 639 |
|
|
2014
Q2 | $6K | Hold |
96
| – | – | ﹤0.01% | 562 |
|
|
2014
Q1 | $5K | Sell |
96
-276
| -74% | -$14.4K | ﹤0.01% | 564 |
|
|
2013
Q4 | $23K | Sell |
372
-161
| -30% | -$9.95K | 0.01% | 439 |
|
|
2013
Q3 | $28K | Buy |
+533
| New | +$28K | 0.01% | 320 |
|