Forum Financial Management’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 | $418K | Sell |
5,025
-8
| -0.2% | -$665 | 0.01% | 484 |
|
|
2025
Q1 | $403K | Sell |
5,033
-13
| -0.3% | -$1.04K | 0.01% | 450 |
|
|
2024
Q4 | $456K | Sell |
5,046
-67
| -1% | -$6.06K | 0.01% | 414 |
|
|
2024
Q3 | $502K | Buy |
5,113
+44
| +0.9% | +$4.32K | 0.01% | 324 |
|
|
2024
Q2 | $460K | Buy |
5,069
+14
| +0.3% | +$1.27K | 0.01% | 331 |
|
|
2024
Q1 | $480K | Buy |
5,055
+139
| +3% | +$13.2K | 0.01% | 333 |
|
|
2023
Q4 | $380K | Buy |
4,916
+76
| +2% | +$5.88K | 0.01% | 372 |
|
|
2023
Q3 | $308K | Hold |
4,840
| – | – | 0.01% | 412 |
|
|
2023
Q2 | $316K | Buy |
4,840
+34
| +0.7% | +$2.22K | 0.01% | 416 |
|
|
2023
Q1 | $280K | Buy |
4,806
+105
| +2% | +$6.11K | 0.01% | 426 |
|
|
2022
Q4 | $246K | Hold |
4,701
| – | – | 0.01% | 463 |
|
|
2022
Q3 | $203K | Sell |
4,701
-990
| -17% | -$42.8K | 0.01% | 493 |
|
|
2022
Q2 | $239K | Buy |
5,691
+176
| +3% | +$7.39K | 0.01% | 448 |
|
|
2022
Q1 | $277K | Hold |
5,515
| – | – | 0.01% | 429 |
|
|
2021
Q4 | $341K | Buy |
+5,515
| New | +$341K | 0.02% | 352 |
|