Wealth Management Associates’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
Q1 | $327K | Sell |
785
-111
| -12% | -$47.1K | 0.11% | 166 |
|
|
2025
Q4 | $349K | Hold |
896
| – | – | 0.12% | 155 |
|
|
2025
Q3 | $378K | Sell |
896
-56
| -6% | -$23.9K | 0.13% | 145 |
|
|
2025
Q2 | $416K | Hold |
952
| – | – | 0.16% | 120 |
|
|
2025
Q1 | $321K | Sell |
952
-2
| -0.2% | -$723 | 0.14% | 143 |
|
|
2024
Q4 | $352K | Hold |
954
| – | – | 0.15% | 135 |
|
|
2024
Q3 | $371K | Sell |
954
-275
| -22% | -$95.4K | 0.16% | 130 |
|
|
2024
Q2 | $404K | Hold |
1,229
| – | – | 0.19% | 105 |
|
|
2024
Q1 | $404K | Sell |
1,229
-215
| -15% | -$58.4K | 0.19% | 105 |
|
|
2023
Q4 | $352K | Sell |
1,444
-914
| -39% | -$200K | 0.19% | 118 |
|
|
2023
Q3 | $478K | Buy |
2,358
+301
| +15% | +$60.3K | 0.28% | 79 |
|
|
2023
Q2 | $393K | Sell |
2,057
-309
| -13% | -$54.8K | 0.22% | 95 |
|
|
2023
Q1 | $435K | Sell |
2,366
-174
| -7% | -$31.6K | 0.27% | 88 |
|
|
2022
Q4 | $427K | Sell |
2,540
-912
| -26% | -$151K | 0.28% | 82 |
|
|
2022
Q3 | $500K | Buy |
3,452
+81
| +2% | +$12.1K | 0.35% | 75 |
|
|
2022
Q2 | $438K | Hold |
3,371
| – | – | 0.3% | 84 |
|
|
2022
Q1 | $515K | Sell |
3,371
-321
| -9% | -$52.5K | 0.29% | 86 |
|
|
2021
Q4 | $746K | Buy |
3,692
+793
| +27% | +$149K | 0.4% | 63 |
|
|
2021
Q3 | $501K | Hold |
2,899
| – | – | 0.29% | 87 |
|
|
2021
Q2 | $534K | Buy |
2,899
+976
| +51% | +$174K | 0.3% | 79 |
|
|
2021
Q1 | $318K | Hold |
1,923
| – | – | 0.2% | 121 |
|
|
2020
Q4 | $279K | Sell |
1,923
-268
| -12% | -$37K | 0.18% | 133 |
|
|
2020
Q3 | $266K | Buy |
+2,191
| New | +$246K | 0.21% | 123 |
|
Other funds holding TT
VCM
VPM
N