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