Welch & Forbes’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 Q1	–	Sell	-606	Closed	-$224K	–	385
2024 Q4	$224K	Buy	606 +6	+1%	+$2.38K	﹤0.01%	363
2024 Q3	$233K	Buy	+600	New	+$208K	﹤0.01%	363
2023 Q1	–	Sell	-2,277	Closed	-$383K	–	372
2022 Q4	$383K	Hold	2,277	–	–	0.01%	307
2022 Q3	$329K	Buy	2,277 +312	+16%	+$46.6K	0.01%	313
2022 Q2	$256K	Sell	1,965 -100	-5%	-$13.8K	﹤0.01%	350
2022 Q1	$315K	Sell	2,065 -140	-6%	-$22.9K	0.01%	330
2021 Q4	$445K	Hold	2,205	–	–	0.01%	298
2021 Q3	$381K	Buy	2,205 +140	+7%	+$26.9K	0.01%	311
2021 Q2	$380K	Buy	2,065 +100	+5%	+$17.8K	0.01%	318
2021 Q1	$325K	Hold	1,965	–	–	0.01%	334
2020 Q4	$285K	Hold	1,965	–	–	0.01%	344
2020 Q3	$239K	Sell	1,965 -575	-23%	-$64.6K	0.01%	326
2020 Q2	$226K	Hold	2,540	–	–	0.01%	333
2020 Q1	$210K	Buy	+2,540	New	+$308K	0.01%	311