Creative Planning’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.11M | Buy |
113,666
+13,670
| +14% | +$1.21M | 0.01% | 750 |
|
|
2025
Q4 | $7.92M | Buy |
99,996
+3,064
| +3% | +$242K | 0.01% | 724 |
|
|
2025
Q3 | $8.01M | Buy |
96,932
+2,442
| +3% | +$200K | 0.01% | 656 |
|
|
2025
Q2 | $7.86M | Buy |
94,490
+10,057
| +12% | +$793K | 0.01% | 593 |
|
|
2025
Q1 | $6.76M | Buy |
84,433
+10,023
| +13% | +$873K | 0.01% | 610 |
|
|
2024
Q4 | $6.73M | Sell |
74,410
-35,551
| -32% | -$3.54M | 0.01% | 571 |
|
|
2024
Q3 | $10.8M | Buy |
109,961
+43,801
| +66% | +$4.07M | 0.01% | 419 |
|
|
2024
Q2 | $6.01M | Buy |
66,160
+5,458
| +9% | +$502K | 0.01% | 557 |
|
|
2024
Q1 | $5.76M | Buy |
60,702
+4,759
| +9% | +$407K | 0.01% | 566 |
|
|
2023
Q4 | $4.33M | Buy |
55,943
+17,909
| +47% | +$1.22M | 0.01% | 605 |
|
|
2023
Q3 | $2.42M | Buy |
38,034
+11,590
| +44% | +$771K | ﹤0.01% | 780 |
|
|
2023
Q2 | $1.73M | Buy |
26,444
+2,468
| +10% | +$146K | ﹤0.01% | 888 |
|
|
2023
Q1 | $1.39M | Buy |
23,976
+1,597
| +7% | +$90K | ﹤0.01% | 920 |
|
|
2022
Q4 | $1.17M | Buy |
22,379
+1,955
| +10% | +$99.8K | ﹤0.01% | 964 |
|
|
2022
Q3 | $884K | Buy |
20,424
+2,636
| +15% | +$124K | ﹤0.01% | 1013 |
|
|
2022
Q2 | $749K | Buy |
17,788
+561
| +3% | +$25.5K | ﹤0.01% | 1099 |
|
|
2022
Q1 | $867K | Buy |
17,227
+1,324
| +8% | +$70.9K | ﹤0.01% | 1054 |
|
|
2021
Q4 | $984K | Buy |
15,903
+770
| +5% | +$43.8K | ﹤0.01% | 967 |
|
|
2021
Q3 | $763K | Sell |
15,133
-3,341
| -18% | -$170K | ﹤0.01% | 1077 |
|
|
2021
Q2 | $902K | Sell |
18,474
-793
| -4% | -$38.9K | ﹤0.01% | 979 |
|
|
2021
Q1 | $948K | Buy |
19,267
+1,054
| +6% | +$48.8K | ﹤0.01% | 1056 |
|
|
2020
Q4 | $830K | Sell |
18,213
-2,371
| -12% | -$98.1K | ﹤0.01% | 1043 |
|
|
2020
Q3 | $733K | Buy |
20,584
+938
| +5% | +$31.4K | ﹤0.01% | 944 |
|
|
2020
Q2 | $552K | Buy |
19,646
+2,514
| +15% | +$71K | ﹤0.01% | 980 |
|
|
2020
Q1 | $425K | Buy |
+17,132
| New | +$544K | ﹤0.01% | 1032 |
|
Other funds holding IR
VCM
VPM
