Wealthspire Advisors (New York)’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 | $1.26M | Buy |
2,873
+429
| +18% | +$188K | 0.01% | 345 |
|
2025
Q1 | $823K | Sell |
2,444
-42
| -2% | -$14.2K | ﹤0.01% | 427 |
|
2024
Q4 | $918K | Sell |
2,486
-515
| -17% | -$190K | 0.01% | 386 |
|
2024
Q3 | $1.17M | Sell |
3,001
-1
| -0% | -$389 | 0.01% | 346 |
|
2024
Q2 | $987K | Buy |
3,002
+39
| +1% | +$12.8K | 0.01% | 312 |
|
2024
Q1 | $890K | Buy |
2,963
+134
| +5% | +$40.2K | 0.01% | 333 |
|
2023
Q4 | $690K | Buy |
2,829
+10
| +0.4% | +$2.44K | 0.01% | 371 |
|
2023
Q3 | $572K | Buy |
2,819
+452
| +19% | +$91.7K | 0.01% | 369 |
|
2023
Q2 | $453K | Sell |
2,367
-8
| -0.3% | -$1.53K | 0.01% | 381 |
|
2023
Q1 | $437K | Sell |
2,375
-415
| -15% | -$76.4K | 0.01% | 377 |
|
2022
Q4 | $469K | Buy |
2,790
+480
| +21% | +$80.7K | 0.01% | 375 |
|
2022
Q3 | $335K | Sell |
2,310
-912
| -28% | -$132K | 0.01% | 394 |
|
2022
Q2 | $418K | Buy |
3,222
+1,402
| +77% | +$182K | 0.01% | 344 |
|
2022
Q1 | $278K | Sell |
1,820
-1,151
| -39% | -$176K | 0.01% | 364 |
|
2021
Q4 | $600K | Sell |
2,971
-5
| -0.2% | -$1.01K | 0.01% | 296 |
|
2021
Q3 | $514K | Buy |
2,976
+1,462
| +97% | +$253K | 0.01% | 351 |
|
2021
Q2 | $279K | Sell |
1,514
-3,022
| -67% | -$557K | 0.01% | 305 |
|
2021
Q1 | $751K | Buy |
4,536
+2,172
| +92% | +$360K | 0.02% | 312 |
|
2020
Q4 | $343K | Buy |
+2,364
| New | +$343K | 0.01% | 393 |
|
2020
Q2 | – | Sell |
-4,583
| Closed | -$379K | – | 507 |
|
2020
Q1 | $379K | Buy |
+4,583
| New | +$379K | 0.02% | 338 |
|
2019
Q1 | – | Sell |
-184
| Closed | -$17K | – | 731 |
|
2018
Q4 | $17K | Buy |
+184
| New | +$17K | ﹤0.01% | 383 |
|