IFP 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 | $207K | Buy |
2,578
+45
| +2% | +$3.97K | ﹤0.01% | 1387 |
|
|
2025
Q4 | $201K | Buy |
2,533
+94
| +4% | +$7.42K | ﹤0.01% | 1372 |
|
|
2025
Q3 | $202K | Buy |
2,439
+2,334
| +2,223% | +$191K | 0.01% | 1286 |
|
|
2025
Q2 | $102K | Sell |
105
-539
| -84% | -$42.5K | ﹤0.01% | 1626 |
|
|
2025
Q1 | $58.2K | Buy |
644
+7
| +1% | +$610 | ﹤0.01% | 1825 |
|
|
2024
Q4 | $65.2K | Sell |
637
-8
| -1% | -$796 | ﹤0.01% | 1692 |
|
|
2024
Q3 | $63.3K | Sell |
645
-1
| -0.2% | -$93 | ﹤0.01% | 1618 |
|
|
2024
Q2 | $58.6K | Sell |
646
-67
| -9% | -$6.16K | ﹤0.01% | 1605 |
|
|
2024
Q1 | $67.7K | Sell |
713
-89
| -11% | -$7.61K | ﹤0.01% | 1468 |
|
|
2023
Q4 | $62K | Sell |
802
-10,142
| -93% | -$693K | ﹤0.01% | 1453 |
|
|
2023
Q3 | $697K | Buy |
10,944
+9,964
| +1,017% | +$663K | 0.03% | 488 |
|
|
2023
Q2 | $64K | Buy |
980
+36
| +4% | +$2.13K | ﹤0.01% | 1507 |
|
|
2023
Q1 | $31K | Sell |
944
-626
| -40% | -$35.3K | ﹤0.01% | 1812 |
|
|
2022
Q4 | $54K | Sell |
1,570
-406
| -21% | -$20.7K | ﹤0.01% | 2181 |
|
|
2022
Q3 | $68K | Buy |
1,976
+200
| +11% | +$9.42K | ﹤0.01% | 2142 |
|
|
2022
Q2 | $61K | Hold |
1,776
| – | – | ﹤0.01% | 2011 |
|
|
2022
Q1 | $61K | Buy |
1,776
+486
| +38% | +$26K | ﹤0.01% | 2011 |
|
|
2021
Q4 | $81K | Buy |
1,290
+66
| +5% | +$3.76K | ﹤0.01% | 1353 |
|
|
2021
Q3 | $62K | Buy |
1,224
+4
| +0.3% | +$204 | ﹤0.01% | 1499 |
|
|
2021
Q2 | $59K | Buy |
1,220
+5
| +0.4% | +$245 | ﹤0.01% | 1453 |
|
|
2021
Q1 | $60K | Buy |
1,215
+21
| +2% | +$972 | ﹤0.01% | 1384 |
|
|
2020
Q4 | $54K | Sell |
1,194
-9
| -0.7% | -$372 | ﹤0.01% | 1410 |
|
|
2020
Q3 | $43K | Sell |
1,203
-281
| -19% | -$9.41K | ﹤0.01% | 1347 |
|
|
2020
Q2 | $42K | Sell |
1,484
-657
| -31% | -$18.6K | ﹤0.01% | 1293 |
|
|
2020
Q1 | $51K | Buy |
2,141
+1,437
| +204% | +$45.6K | 0.01% | 1113 |
|
|
2019
Q4 | $26K | Hold |
704
| – | – | ﹤0.01% | 1512 |
|
|
2019
Q3 | $20K | Buy |
+704
| New | +$21.8K | ﹤0.01% | 1757 |
|
|
2019
Q1 | $6K | Sell |
200
-165
| -45% | -$4.15K | ﹤0.01% | 1791 |
|
|
2018
Q4 | $7K | Buy |
365
+28
| +8% | +$687 | ﹤0.01% | 2680 |
|
|
2018
Q3 | $10K | Buy |
337
+74
| +28% | +$2.07K | ﹤0.01% | 2856 |
|
|
2018
Q2 | $8K | Buy |
263
+63
| +32% | +$1.98K | ﹤0.01% | 3034 |
|
|
2018
Q1 | $7K | Hold |
200
| – | – | ﹤0.01% | 2998 |
|
|
2017
Q4 | $7K | Sell |
200
-46
| -19% | -$1.37K | ﹤0.01% | 3044 |
|
|
2017
Q3 | $7K | Buy |
+246
| New | +$5.79K | ﹤0.01% | 3221 |
|
Other funds holding IR
VCM
VPM
