Wescott Financial Advisory Group’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
Q3 | $715K | Buy |
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|
2025
Q2 | $736K | Buy |
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|
2025
Q1 | $562K | Sell |
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|
2024
Q4 | $646K | Buy |
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|
2024
Q3 | $670K | Buy |
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|
2024
Q2 | $558K | Sell |
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|
2024
Q1 | $817K | Hold |
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|
2023
Q4 | $663K | Hold |
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|
2023
Q3 | $552K | Hold |
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|
2023
Q2 | $520K | Hold |
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|
2023
Q1 | $500K | Buy |
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|
2022
Q4 | $383K | Buy |
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|
2022
Q3 | $265K | Buy |
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|
2022
Q2 | $237K | Buy |
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|
2022
Q1 | $278K | Hold |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $315K | Buy |
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|
2021
Q2 | $361K | Hold |
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|
2021
Q1 | $301K | Hold |
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|
2020
Q4 | $264K | Buy |
|