Wescott Financial Advisory Group’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 | $736K | Buy |
1,682
+13
| +0.8% | +$5.69K | 0.07% | 101 |
|
|
2025
Q1 | $562K | Sell |
1,669
-81
| -5% | -$27.3K | 0.06% | 107 |
|
|
2024
Q4 | $646K | Buy |
1,750
+27
| +2% | +$9.97K | 0.07% | 104 |
|
|
2024
Q3 | $670K | Buy |
1,723
+28
| +2% | +$10.9K | 0.07% | 99 |
|
|
2024
Q2 | $558K | Sell |
1,695
-1,025
| -38% | -$337K | 0.06% | 111 |
|
|
2024
Q1 | $817K | Hold |
2,720
| – | – | 0.1% | 84 |
|
|
2023
Q4 | $663K | Hold |
2,720
| – | – | 0.09% | 86 |
|
|
2023
Q3 | $552K | Hold |
2,720
| – | – | 0.1% | 92 |
|
|
2023
Q2 | $520K | Hold |
2,720
| – | – | 0.09% | 97 |
|
|
2023
Q1 | $500K | Buy |
2,720
+443
| +19% | +$81.5K | 0.11% | 93 |
|
|
2022
Q4 | $383K | Buy |
2,277
+450
| +25% | +$75.6K | 0.08% | 106 |
|
|
2022
Q3 | $265K | Buy |
1,827
+2
| +0.1% | +$290 | 0.07% | 119 |
|
|
2022
Q2 | $237K | Buy |
1,825
+5
| +0.3% | +$649 | 0.06% | 117 |
|
|
2022
Q1 | $278K | Hold |
1,820
| – | – | 0.07% | 107 |
|
|
2021
Q4 | $368K | Sell |
1,820
-4
| -0.2% | -$809 | 0.19% | 50 |
|
|
2021
Q3 | $315K | Buy |
1,824
+4
| +0.2% | +$691 | 0.18% | 54 |
|
|
2021
Q2 | $361K | Hold |
1,820
| – | – | 0.21% | 46 |
|
|
2021
Q1 | $301K | Hold |
1,820
| – | – | 0.2% | 48 |
|
|
2020
Q4 | $264K | Buy |
+1,820
| New | +$264K | 0.19% | 48 |
|