Heritage Trust’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 | $375K | Hold |
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|
2025
Q2 | $378K | Buy |
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|
2025
Q1 | $363K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q2 | $356K | Buy |
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|
2024
Q1 | $350K | Sell |
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|
2023
Q4 | $290K | Buy |
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|
2023
Q3 | $212K | Hold |
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|
2023
Q2 | $218K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $450K | Sell |
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|
2021
Q3 | $369K | Sell |
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|
2021
Q2 | $368K | Sell |
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|
2021
Q1 | $397K | Sell |
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|
2020
Q4 | $379K | Sell |
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|
2020
Q3 | $304K | Sell |
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|
2020
Q2 | $245K | Sell |
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|
2020
Q1 | $227K | Buy |
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