Creative Planning’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 | $7.86M | Buy |
94,490
+10,057
| +12% | +$837K | 0.01% | 593 |
|
|
2025
Q1 | $6.76M | Buy |
84,433
+10,023
| +13% | +$802K | 0.01% | 610 |
|
|
2024
Q4 | $6.73M | Sell |
74,410
-35,551
| -32% | -$3.22M | 0.01% | 571 |
|
|
2024
Q3 | $10.8M | Buy |
109,961
+43,801
| +66% | +$4.3M | 0.01% | 419 |
|
|
2024
Q2 | $6.01M | Buy |
66,160
+5,458
| +9% | +$496K | 0.01% | 557 |
|
|
2024
Q1 | $5.76M | Buy |
60,702
+4,759
| +9% | +$452K | 0.01% | 566 |
|
|
2023
Q4 | $4.33M | Buy |
55,943
+17,909
| +47% | +$1.39M | 0.01% | 604 |
|
|
2023
Q3 | $2.42M | Buy |
38,034
+11,590
| +44% | +$739K | ﹤0.01% | 778 |
|
|
2023
Q2 | $1.73M | Buy |
26,444
+2,468
| +10% | +$161K | ﹤0.01% | 885 |
|
|
2023
Q1 | $1.39M | Buy |
23,976
+1,597
| +7% | +$92.9K | ﹤0.01% | 918 |
|
|
2022
Q4 | $1.17M | Buy |
22,379
+1,955
| +10% | +$102K | ﹤0.01% | 962 |
|
|
2022
Q3 | $884K | Buy |
20,424
+2,636
| +15% | +$114K | ﹤0.01% | 1008 |
|
|
2022
Q2 | $749K | Buy |
17,788
+561
| +3% | +$23.6K | ﹤0.01% | 1095 |
|
|
2022
Q1 | $867K | Buy |
17,227
+1,324
| +8% | +$66.6K | ﹤0.01% | 1053 |
|
|
2021
Q4 | $984K | Buy |
15,903
+770
| +5% | +$47.6K | ﹤0.01% | 967 |
|
|
2021
Q3 | $763K | Sell |
15,133
-3,341
| -18% | -$168K | ﹤0.01% | 1077 |
|
|
2021
Q2 | $902K | Sell |
18,474
-793
| -4% | -$38.7K | ﹤0.01% | 979 |
|
|
2021
Q1 | $948K | Buy |
19,267
+1,054
| +6% | +$51.9K | ﹤0.01% | 1043 |
|
|
2020
Q4 | $830K | Sell |
18,213
-2,371
| -12% | -$108K | ﹤0.01% | 1029 |
|
|
2020
Q3 | $733K | Buy |
20,584
+938
| +5% | +$33.4K | ﹤0.01% | 934 |
|
|
2020
Q2 | $552K | Buy |
19,646
+2,514
| +15% | +$70.6K | ﹤0.01% | 970 |
|
|
2020
Q1 | $425K | Buy |
+17,132
| New | +$425K | ﹤0.01% | 1021 |
|