Halbert Hargrove Global Advisors’s Ingersoll Rand IR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.13K	Hold	64	–	–	﹤0.01%	322
2025 Q4	$5.07K	Sell	64 -33	-34%	-$2.6K	﹤0.01%	319
2025 Q3	$8.02K	Buy	97 +33	+52%	+$2.71K	﹤0.01%	356
2025 Q2	$5.32K	Sell	64 -4,003	-98%	-$315K	﹤0.01%	260
2025 Q1	$325K	Buy	4,067 +3	+0.1%	+$261	0.02%	66
2024 Q4	$368K	Hold	4,064	–	–	0.02%	65
2024 Q3	$399K	Hold	4,064	–	–	0.02%	65
2024 Q2	$369K	Hold	4,064	–	–	0.02%	66
2024 Q1	$386K	Buy	4,064 +16	+0.4%	+$1.37K	0.03%	73
2023 Q4	$313K	Sell	4,048 -10	-0.2%	-$684	0.02%	76
2023 Q3	$259K	Sell	4,058 -8	-0.2%	-$532	0.02%	77
2023 Q2	$266K	Sell	4,066 -553	-12%	-$32.7K	0.02%	74
2023 Q1	$269K	Buy	4,619 +39	+0.9%	+$2.2K	0.02%	122
2022 Q4	$239K	Buy	4,580 +27	+0.6%	+$1.38K	0.02%	136
2022 Q3	$197K	Buy	4,553 +70	+2%	+$3.3K	0.02%	149
2022 Q2	$189K	Buy	4,483 +36	+0.8%	+$1.64K	0.01%	145
2022 Q1	$224K	Buy	4,447 +22	+0.5%	+$1.18K	0.01%	151
2021 Q4	$274K	Hold	4,425	–	–	0.02%	127
2021 Q3	$223K	Buy	4,425 +12	+0.3%	+$611	0.02%	131
2021 Q2	$215K	Hold	4,413	–	–	0.01%	140
2021 Q1	$217K	Hold	4,413	–	–	0.02%	120
2020 Q4	$201K	Buy	+4,413	New	+$183K	0.02%	114