Consilium Wealth Advisory’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
16,961
+186
| +1% | +$15.5K | 0.6% | 31 |
|
|
2025
Q1 | $1.34M | Buy |
16,775
+2,650
| +19% | +$212K | 0.67% | 35 |
|
|
2024
Q4 | $1.28M | Sell |
14,125
-3,941
| -22% | -$357K | 0.61% | 35 |
|
|
2024
Q3 | $1.77M | Buy |
18,066
+3,666
| +25% | +$360K | 0.97% | 24 |
|
|
2024
Q2 | $1.31M | Sell |
14,400
-371
| -3% | -$33.7K | 0.71% | 29 |
|
|
2024
Q1 | $1.4M | Sell |
14,771
-93
| -0.6% | -$8.83K | 0.79% | 29 |
|
|
2023
Q4 | $1.15M | Buy |
14,864
+2,210
| +17% | +$171K | 0.69% | 26 |
|
|
2023
Q3 | $806K | Buy |
12,654
+1,303
| +11% | +$83K | 0.56% | 32 |
|
|
2023
Q2 | $742K | Buy |
11,351
+1,138
| +11% | +$74.4K | 0.51% | 35 |
|
|
2023
Q1 | $594K | Sell |
10,213
-3,273
| -24% | -$190K | 0.51% | 37 |
|
|
2022
Q4 | $705K | Buy |
13,486
+752
| +6% | +$39.3K | 0.6% | 37 |
|
|
2022
Q3 | $551K | Buy |
12,734
+2,124
| +20% | +$91.9K | 0.61% | 39 |
|
|
2022
Q2 | $446K | Sell |
10,610
-6,514
| -38% | -$274K | 0.48% | 53 |
|
|
2022
Q1 | $862K | Sell |
17,124
-27
| -0.2% | -$1.36K | 0.62% | 39 |
|
|
2021
Q4 | $1.06M | Buy |
+17,151
| New | +$1.06M | 0.69% | 33 |
|