YHB 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 | $332K | Hold |
760
| – | – | 0.03% | 241 |
|
|
2025
Q1 | $256K | Hold |
760
| – | – | 0.02% | 254 |
|
|
2024
Q4 | $281K | Sell |
760
-30
| -4% | -$11.1K | 0.02% | 240 |
|
|
2024
Q3 | $307K | Hold |
790
| – | – | 0.03% | 236 |
|
|
2024
Q2 | $260K | Buy |
790
+30
| +4% | +$9.87K | 0.02% | 248 |
|
|
2024
Q1 | $228K | Buy |
+760
| New | +$228K | 0.02% | 255 |
|
|
2022
Q1 | – | Sell |
-2,260
| Closed | -$457K | – | 314 |
|
|
2021
Q4 | $457K | Hold |
2,260
| – | – | 0.04% | 215 |
|
|
2021
Q3 | $390K | Hold |
2,260
| – | – | 0.03% | 222 |
|
|
2021
Q2 | $416K | Hold |
2,260
| – | – | 0.04% | 214 |
|
|
2021
Q1 | $389K | Hold |
2,260
| – | – | 0.03% | 215 |
|
|
2020
Q4 | $328K | Hold |
2,260
| – | – | 0.03% | 224 |
|
|
2020
Q3 | $274K | Sell |
2,260
-1,830
| -45% | -$222K | 0.03% | 225 |
|
|
2020
Q2 | $364K | Hold |
4,090
| – | – | 0.05% | 143 |
|
|
2020
Q1 | $338K | Hold |
4,090
| – | – | 0.06% | 133 |
|
|
2019
Q4 | $544K | Hold |
4,090
| – | – | 0.08% | 130 |
|
|
2019
Q3 | $504K | Hold |
4,090
| – | – | 0.08% | 131 |
|
|
2019
Q2 | $518K | Hold |
4,090
| – | – | 0.08% | 133 |
|
|
2019
Q1 | $442K | Hold |
4,090
| – | – | 0.07% | 140 |
|
|
2018
Q4 | $373K | Buy |
4,090
+1,500
| +58% | +$137K | 0.07% | 140 |
|
|
2018
Q3 | $265K | Hold |
2,590
| – | – | 0.04% | 169 |
|
|
2018
Q2 | $232K | Hold |
2,590
| – | – | 0.04% | 172 |
|
|
2018
Q1 | $221K | Buy |
+2,590
| New | +$221K | 0.04% | 174 |
|