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EP Wealth Advisors’s Ingersoll Rand IR Stock Holding History

EP Wealth Advisors’s Portfolio IR Stock Details IR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$434K Sell
5,215
-703
-12% -$58.5K ﹤0.01% 841
2025
Q1 		$474K Buy
5,918
+136
+2% +$10.9K ﹤0.01% 727
2024
Q4 		$523K Buy
5,782
+221
+4% +$20K ﹤0.01% 681
2024
Q3 		$546K Buy
+5,561
New +$546K ﹤0.01% 662