HHGA
Halbert Hargrove Global Advisors’s Ingersoll Rand IR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32K | Sell |
64
-4,003
| -98% | -$333K | ﹤0.01% | 248 |
|
|
2025
Q1 | $325K | Buy |
4,067
+3
| +0.1% | +$240 | 0.02% | 58 |
|
|
2024
Q4 | $368K | Hold |
4,064
| – | – | 0.02% | 55 |
|
|
2024
Q3 | $399K | Hold |
4,064
| – | – | 0.02% | 55 |
|
|
2024
Q2 | $369K | Hold |
4,064
| – | – | 0.02% | 57 |
|
|
2024
Q1 | $386K | Buy |
4,064
+16
| +0.4% | +$1.52K | 0.03% | 62 |
|
|
2023
Q4 | $313K | Sell |
4,048
-10
| -0.2% | -$773 | 0.02% | 70 |
|
|
2023
Q3 | $259K | Sell |
4,058
-8
| -0.2% | -$510 | 0.02% | 73 |
|
|
2023
Q2 | $266K | Sell |
4,066
-553
| -12% | -$36.1K | 0.02% | 70 |
|
|
2023
Q1 | $269K | Buy |
4,619
+39
| +0.9% | +$2.27K | 0.02% | 117 |
|
|
2022
Q4 | $239K | Buy |
4,580
+27
| +0.6% | +$1.41K | 0.02% | 130 |
|
|
2022
Q3 | $197K | Buy |
4,553
+70
| +2% | +$3.03K | 0.02% | 141 |
|
|
2022
Q2 | $189K | Buy |
4,483
+36
| +0.8% | +$1.52K | 0.01% | 138 |
|
|
2022
Q1 | $224K | Buy |
4,447
+22
| +0.5% | +$1.11K | 0.01% | 145 |
|
|
2021
Q4 | $274K | Hold |
4,425
| – | – | 0.02% | 123 |
|
|
2021
Q3 | $223K | Buy |
4,425
+12
| +0.3% | +$605 | 0.02% | 130 |
|
|
2021
Q2 | $215K | Hold |
4,413
| – | – | 0.01% | 137 |
|
|
2021
Q1 | $217K | Hold |
4,413
| – | – | 0.02% | 117 |
|
|
2020
Q4 | $201K | Buy |
+4,413
| New | +$201K | 0.02% | 111 |
|