Douglas Lane & Associates’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 | $69.3M | Sell |
832,925
-64,392
| -7% | -$5.36M | 1% | 32 |
|
2025
Q1 | $71.8M | Buy |
897,317
+15,191
| +2% | +$1.22M | 1.06% | 32 |
|
2024
Q4 | $79.8M | Sell |
882,126
-30,277
| -3% | -$2.74M | 1.13% | 24 |
|
2024
Q3 | $89.6M | Sell |
912,403
-59,911
| -6% | -$5.88M | 1.23% | 25 |
|
2024
Q2 | $88.3M | Sell |
972,314
-47,008
| -5% | -$4.27M | 1.25% | 20 |
|
2024
Q1 | $96.8M | Sell |
1,019,322
-33,084
| -3% | -$3.14M | 1.37% | 19 |
|
2023
Q4 | $81.4M | Sell |
1,052,406
-67,777
| -6% | -$5.24M | 1.25% | 28 |
|
2023
Q3 | $71.4M | Sell |
1,120,183
-15,100
| -1% | -$962K | 1.2% | 32 |
|
2023
Q2 | $74.2M | Sell |
1,135,283
-11,546
| -1% | -$755K | 1.2% | 31 |
|
2023
Q1 | $66.7M | Buy |
1,146,829
+14,911
| +1% | +$868K | 1.11% | 40 |
|
2022
Q4 | $59.1M | Buy |
1,131,918
+31,075
| +3% | +$1.62M | 0.99% | 47 |
|
2022
Q3 | $47.6M | Buy |
1,100,843
+11,946
| +1% | +$517K | 0.88% | 45 |
|
2022
Q2 | $45.8M | Buy |
1,088,897
+88,079
| +9% | +$3.71M | 0.78% | 54 |
|
2022
Q1 | $50.4M | Buy |
1,000,818
+48,892
| +5% | +$2.46M | 0.71% | 57 |
|
2021
Q4 | $58.9M | Sell |
951,926
-5,255
| -0.5% | -$325K | 0.78% | 49 |
|
2021
Q3 | $48.3M | Buy |
957,181
+2,403
| +0.3% | +$121K | 0.69% | 58 |
|
2021
Q2 | $46.6M | Buy |
954,778
+9,969
| +1% | +$487K | 0.65% | 66 |
|
2021
Q1 | $46.5M | Buy |
944,809
+55,669
| +6% | +$2.74M | 0.72% | 60 |
|
2020
Q4 | $40.5M | Buy |
889,140
+63,781
| +8% | +$2.91M | 0.68% | 57 |
|
2020
Q3 | $29.4M | Buy |
825,359
+61,515
| +8% | +$2.19M | 0.58% | 63 |
|
2020
Q2 | $21.5M | Buy |
763,844
+70,951
| +10% | +$2M | 0.46% | 73 |
|
2020
Q1 | $17.2M | Buy |
692,893
+80,171
| +13% | +$1.99M | 0.45% | 71 |
|
2019
Q4 | $22.5M | Buy |
612,722
+136,721
| +29% | +$5.02M | 0.42% | 77 |
|
2019
Q3 | $13.5M | Buy |
476,001
+265,612
| +126% | +$7.51M | 0.27% | 95 |
|
2019
Q2 | $7.28M | Buy |
+210,389
| New | +$7.28M | 0.14% | 104 |
|