Geneos Wealth Management’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $61.8K | Sell |
|
|||||
|
2025
Q2 | $86.3K | Sell |
|
|||||
|
2025
Q1 | $139K | Buy |
|
|||||
|
2024
Q4 | $58K | Buy |
|
|||||
|
2024
Q3 | $62.5K | Hold |
|
|||||
|
2024
Q2 | $57.9K | Hold |
|
|||||
|
2024
Q1 | $60.5K | Buy |
|
|||||
|
2023
Q4 | $38.4K | Sell |
|
|||||
|
2023
Q3 | $34.2K | Hold |
|
|||||
|
2023
Q2 | $35K | Buy |
|
|||||
|
2023
Q1 | $28.9K | Buy |
|
|||||
|
2022
Q4 | $16.5K | Sell |
|
|||||
|
2022
Q3 | $20K | Sell |
|
|||||
|
2022
Q2 | $52K | Sell |
|
|||||
|
2022
Q1 | $65K | Sell |
|
|||||
|
2021
Q4 | $113K | Sell |
|
|||||
|
2021
Q3 | $95K | Hold |
|
|||||
|
2021
Q2 | $90K | Hold |
|
|||||
|
2021
Q1 | $92K | Hold |
|
|||||
|
2020
Q4 | $93K | Buy |
|
|||||
|
2020
Q3 | $59K | Hold |
|
|||||
|
2020
Q2 | $45K | Sell |
|
|||||
|
2020
Q1 | $39K | Buy |
|