Carson Wealth (CWM LLC)’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $817K | Sell |
9,818
-837
| -8% | -$69.7K | ﹤0.01% | 1353 |
|
|
2025
Q1 | $853K | Buy |
10,655
+161
| +2% | +$12.9K | ﹤0.01% | 1219 |
|
|
2024
Q4 | $949K | Sell |
10,494
-1,121
| -10% | -$101K | ﹤0.01% | 1111 |
|
|
2024
Q3 | $1.14M | Buy |
11,615
+27
| +0.2% | +$2.65K | ﹤0.01% | 949 |
|
|
2024
Q2 | $1.05M | Buy |
11,588
+459
| +4% | +$41.7K | 0.01% | 862 |
|
|
2024
Q1 | $1.06M | Buy |
11,129
+454
| +4% | +$43.1K | 0.01% | 826 |
|
|
2023
Q4 | $826K | Buy |
10,675
+487
| +5% | +$37.7K | ﹤0.01% | 881 |
|
|
2023
Q3 | $649K | Buy |
10,188
+498
| +5% | +$31.7K | ﹤0.01% | 893 |
|
|
2023
Q2 | $633K | Buy |
9,690
+413
| +4% | +$27K | ﹤0.01% | 866 |
|
|
2023
Q1 | $540K | Buy |
9,277
+202
| +2% | +$11.8K | ﹤0.01% | 869 |
|
|
2022
Q4 | $474K | Buy |
9,075
+440
| +5% | +$23K | ﹤0.01% | 826 |
|
|
2022
Q3 | $374K | Buy |
8,635
+1,541
| +22% | +$66.7K | ﹤0.01% | 836 |
|
|
2022
Q2 | $299K | Buy |
7,094
+1,345
| +23% | +$56.7K | ﹤0.01% | 892 |
|
|
2022
Q1 | $289K | Buy |
5,749
+390
| +7% | +$19.6K | ﹤0.01% | 890 |
|
|
2021
Q4 | $332K | Buy |
+5,359
| New | +$332K | ﹤0.01% | 834 |
|
|
2021
Q2 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2021
Q1 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2020
Q4 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2020
Q3 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2020
Q2 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2020
Q1 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2019
Q4 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2019
Q3 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2019
Q2 | $224K | Hold |
4,587
| – | – | ﹤0.01% | 864 |
|
|
2019
Q1 | $224K | Buy |
+4,587
| New | +$224K | ﹤0.01% | 864 |
|
|
2017
Q3 | – | Sell |
-894
| Closed | -$19K | – | 1512 |
|
|
2017
Q2 | $19K | Buy |
+894
| New | +$19K | ﹤0.01% | 637 |
|