Crestwood Advisors Group’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
$1.6M Buy
19,248
+466
+2% +$38.8K 0.03% 232
2025
Q1
$1.5M Buy
18,782
+743
+4% +$59.5K 0.03% 223
2024
Q4
$1.63M Buy
18,039
+257
+1% +$23.2K 0.03% 206
2024
Q3
$1.75M Sell
17,782
-99
-0.6% -$9.72K 0.03% 198
2024
Q2
$1.62M Sell
17,881
-125
-0.7% -$11.4K 0.03% 192
2024
Q1
$1.71M Buy
18,006
+186
+1% +$17.7K 0.04% 183
2023
Q4
$1.38M Sell
17,820
-36
-0.2% -$2.78K 0.03% 187
2023
Q3
$1.14M Buy
+17,856
New +$1.14M 0.03% 185