KCM Investment Advisors’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 | $259K | Sell |
3,111
-232
| -7% | -$19.3K | 0.01% | 336 |
|
|
2025
Q1 | $268K | Sell |
3,343
-1,102
| -25% | -$88.2K | 0.01% | 325 |
|
|
2024
Q4 | $402K | Sell |
4,445
-593
| -12% | -$53.6K | 0.01% | 277 |
|
|
2024
Q3 | $495K | Hold |
5,038
| – | – | 0.02% | 267 |
|
|
2024
Q2 | $458K | Hold |
5,038
| – | – | 0.02% | 263 |
|
|
2024
Q1 | $478K | Buy |
5,038
+87
| +2% | +$8.26K | 0.02% | 259 |
|
|
2023
Q4 | $383K | Sell |
4,951
-238
| -5% | -$18.4K | 0.02% | 281 |
|
|
2023
Q3 | $331K | Sell |
5,189
-120
| -2% | -$7.65K | 0.01% | 294 |
|
|
2023
Q2 | $347K | Sell |
5,309
-819
| -13% | -$53.5K | 0.01% | 307 |
|
|
2023
Q1 | $357K | Sell |
6,128
-233
| -4% | -$13.6K | 0.01% | 313 |
|
|
2022
Q4 | $332K | Hold |
6,361
| – | – | 0.01% | 318 |
|
|
2022
Q3 | $275K | Sell |
6,361
-254
| -4% | -$11K | 0.01% | 323 |
|
|
2022
Q2 | $278K | Sell |
6,615
-1,401
| -17% | -$58.9K | 0.01% | 341 |
|
|
2022
Q1 | $404K | Sell |
8,016
-232
| -3% | -$11.7K | 0.01% | 319 |
|
|
2021
Q4 | $510K | Buy |
8,248
+595
| +8% | +$36.8K | 0.02% | 290 |
|
|
2021
Q3 | $386K | Sell |
7,653
-508
| -6% | -$25.6K | 0.02% | 299 |
|
|
2021
Q2 | $398K | Sell |
8,161
-369
| -4% | -$18K | 0.02% | 296 |
|
|
2021
Q1 | $420K | Sell |
8,530
-42
| -0.5% | -$2.07K | 0.02% | 267 |
|
|
2020
Q4 | $391K | Sell |
8,572
-348
| -4% | -$15.9K | 0.02% | 266 |
|
|
2020
Q3 | $318K | Sell |
8,920
-686
| -7% | -$24.5K | 0.02% | 265 |
|
|
2020
Q2 | $270K | Sell |
9,606
-773
| -7% | -$21.7K | 0.02% | 287 |
|
|
2020
Q1 | $257K | Buy |
+10,379
| New | +$257K | 0.02% | 273 |
|