Williams Jones Wealth Management’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
$911K Sell
2025
Q2
$989K Sell
2025
Q1
$765K Sell
2024
Q4
$855K Sell
2024
Q3
$1.06M Buy
2024
Q2
$890K Sell
2024
Q1
$871K Buy
2023
Q4
$705K Hold
2023
Q3
$586K Sell
2023
Q2
$557K Hold
2023
Q1
$535K Sell
2022
Q4
$489K Buy
2022
Q3
$421K Hold
2022
Q2
$378K Sell
2022
Q1
$490K Buy
2021
Q4
$640K Hold
2021
Q3
$547K Sell
2021
Q2
$585K Buy
2021
Q1
$444K Buy
2020
Q4
$388K Buy
2020
Q3
$239K Buy