West Branch Capital’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	-163	Closed	-$60.2K	–	574
2024 Q4	$60.2K	Buy	163 +13	+9%	+$5.16K	0.02%	148
2024 Q3	$58.3K	Hold	150	–	–	0.02%	149
2024 Q2	$49.3K	Hold	150	–	–	0.02%	159
2024 Q1	$45K	Hold	150	–	–	0.02%	164
2023 Q4	$36.6K	Hold	150	–	–	0.02%	183
2023 Q3	$30.4K	Hold	150	–	–	0.02%	198
2023 Q2	$28.7K	Hold	150	–	–	0.01%	202
2023 Q1	$27.6K	Hold	150	–	–	0.02%	202
2022 Q4	$25.2K	Hold	150	–	–	0.02%	206
2022 Q3	$22K	Hold	150	–	–	0.01%	220
2022 Q2	$19K	Buy	+150	New	+$20.7K	0.01%	234
2022 Q1	–	Sell	-150	Closed	-$30K	–	465
2021 Q4	$30K	Hold	150	–	–	0.01%	233
2021 Q3	$26K	Hold	150	–	–	0.01%	231
2021 Q2	$28K	Buy	+150	New	+$26.7K	0.01%	238