GeoWealth 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 | $242K | Buy |
2,904
+2,240
| +337% | +$186K | 0.01% | 607 |
|
|
2025
Q1 | $53.1K | Sell |
664
-1,062
| -62% | -$85K | ﹤0.01% | 883 |
|
|
2024
Q4 | $156K | Buy |
1,726
+160
| +10% | +$14.5K | 0.01% | 845 |
|
|
2024
Q3 | $154K | Buy |
+1,566
| New | +$154K | 0.01% | 786 |
|
|
2024
Q2 | – | Sell |
-2,726
| Closed | -$259K | – | 906 |
|
|
2024
Q1 | $259K | Sell |
2,726
-16,686
| -86% | -$1.58M | 0.01% | 609 |
|
|
2023
Q4 | $1.5M | Buy |
+19,412
| New | +$1.5M | 0.12% | 159 |
|