Marks Group Wealth Management’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
$8.25M Buy
99,191
+1,056
+1% +$87.8K 0.77% 63
2025
Q1
$7.85M Buy
98,135
+9,067
+10% +$726K 0.76% 63
2024
Q4
$8.06M Sell
89,068
-3,730
-4% -$337K 0.79% 52
2024
Q3
$9.11M Buy
92,798
+2,258
+2% +$222K 0.87% 38
2024
Q2
$8.22M Sell
90,540
-1,032
-1% -$93.7K 0.87% 37
2024
Q1
$8.69M Buy
+91,572
New +$8.69M 0.91% 32