Wetzel Investment Advisors’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 | $591K | Sell |
1,348
-112
| -8% | -$49.1K | 0.27% | 60 |
|
|
2025
Q1 | $493K | Sell |
1,460
-65
| -4% | -$22K | 0.25% | 69 |
|
|
2024
Q4 | $565K | Sell |
1,525
-3
| -0.2% | -$1.11K | 0.28% | 64 |
|
|
2024
Q3 | $595K | Sell |
1,528
-83
| -5% | -$32.3K | 0.3% | 63 |
|
|
2024
Q2 | $484K | Sell |
1,611
-7
| -0.4% | -$2.1K | 0.28% | 64 |
|
|
2024
Q1 | $469K | Sell |
1,618
-17
| -1% | -$4.92K | 0.28% | 63 |
|
|
2023
Q4 | $399K | Buy |
+1,635
| New | +$399K | 0.25% | 69 |
|