Wealth Management Associates’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 | $416K | Hold |
952
| – | – | 0.16% | 120 |
|
|
2025
Q1 | $321K | Sell |
952
-2
| -0.2% | -$674 | 0.14% | 143 |
|
|
2024
Q4 | $352K | Hold |
954
| – | – | 0.15% | 135 |
|
|
2024
Q3 | $371K | Sell |
954
-275
| -22% | -$107K | 0.16% | 130 |
|
|
2024
Q2 | $404K | Hold |
1,229
| – | – | 0.19% | 105 |
|
|
2024
Q1 | $404K | Sell |
1,229
-215
| -15% | -$70.7K | 0.19% | 105 |
|
|
2023
Q4 | $352K | Sell |
1,444
-914
| -39% | -$223K | 0.19% | 118 |
|
|
2023
Q3 | $478K | Buy |
2,358
+301
| +15% | +$61.1K | 0.28% | 79 |
|
|
2023
Q2 | $393K | Sell |
2,057
-309
| -13% | -$59.1K | 0.22% | 95 |
|
|
2023
Q1 | $435K | Sell |
2,366
-174
| -7% | -$32K | 0.27% | 88 |
|
|
2022
Q4 | $427K | Sell |
2,540
-912
| -26% | -$153K | 0.28% | 82 |
|
|
2022
Q3 | $500K | Buy |
3,452
+81
| +2% | +$11.7K | 0.35% | 75 |
|
|
2022
Q2 | $438K | Hold |
3,371
| – | – | 0.3% | 84 |
|
|
2022
Q1 | $515K | Sell |
3,371
-321
| -9% | -$49K | 0.29% | 86 |
|
|
2021
Q4 | $746K | Buy |
3,692
+793
| +27% | +$160K | 0.4% | 63 |
|
|
2021
Q3 | $501K | Hold |
2,899
| – | – | 0.29% | 87 |
|
|
2021
Q2 | $534K | Buy |
2,899
+976
| +51% | +$180K | 0.3% | 79 |
|
|
2021
Q1 | $318K | Hold |
1,923
| – | – | 0.2% | 121 |
|
|
2020
Q4 | $279K | Sell |
1,923
-268
| -12% | -$38.9K | 0.18% | 133 |
|
|
2020
Q3 | $266K | Buy |
+2,191
| New | +$266K | 0.21% | 123 |
|