Geneos Wealth 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 | $86.3K | Sell |
1,038
-647
| -38% | -$53.8K | ﹤0.01% | 1309 |
|
|
2025
Q1 | $139K | Buy |
1,685
+1,044
| +163% | +$86.1K | ﹤0.01% | 1393 |
|
|
2024
Q4 | $58K | Buy |
641
+4
| +0.6% | +$362 | ﹤0.01% | 1259 |
|
|
2024
Q3 | $62.5K | Hold |
637
| – | – | ﹤0.01% | 1115 |
|
|
2024
Q2 | $57.9K | Hold |
637
| – | – | ﹤0.01% | 1024 |
|
|
2024
Q1 | $60.5K | Buy |
637
+141
| +28% | +$13.4K | ﹤0.01% | 1001 |
|
|
2023
Q4 | $38.4K | Sell |
496
-40
| -7% | -$3.09K | ﹤0.01% | 1146 |
|
|
2023
Q3 | $34.2K | Hold |
536
| – | – | ﹤0.01% | 1191 |
|
|
2023
Q2 | $35K | Buy |
536
+40
| +8% | +$2.61K | ﹤0.01% | 1191 |
|
|
2023
Q1 | $28.9K | Buy |
496
+180
| +57% | +$10.5K | ﹤0.01% | 1237 |
|
|
2022
Q4 | $16.5K | Sell |
316
-169
| -35% | -$8.83K | ﹤0.01% | 1391 |
|
|
2022
Q3 | $20K | Sell |
485
-748
| -61% | -$30.8K | ﹤0.01% | 1325 |
|
|
2022
Q2 | $52K | Sell |
1,233
-72
| -6% | -$3.04K | ﹤0.01% | 1264 |
|
|
2022
Q1 | $65K | Sell |
1,305
-529
| -29% | -$26.3K | ﹤0.01% | 1260 |
|
|
2021
Q4 | $113K | Sell |
1,834
-37
| -2% | -$2.28K | ﹤0.01% | 1114 |
|
|
2021
Q3 | $95K | Hold |
1,871
| – | – | ﹤0.01% | 1192 |
|
|
2021
Q2 | $90K | Hold |
1,871
| – | – | ﹤0.01% | 1204 |
|
|
2021
Q1 | $92K | Hold |
1,871
| – | – | ﹤0.01% | 1338 |
|
|
2020
Q4 | $93K | Buy |
1,871
+190
| +11% | +$9.44K | ﹤0.01% | 1179 |
|
|
2020
Q3 | $59K | Hold |
1,681
| – | – | ﹤0.01% | 1178 |
|
|
2020
Q2 | $45K | Sell |
1,681
-70
| -4% | -$1.87K | ﹤0.01% | 1264 |
|
|
2020
Q1 | $39K | Buy |
+1,751
| New | +$39K | ﹤0.01% | 1221 |
|