Old North State 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
$239K Sell
2,877
-79
-3% -$6.57K 0.12% 108
2025
Q1
$237K Sell
2,956
-4
-0.1% -$320 0.13% 101
2024
Q4
$268K Buy
2,960
+100
+3% +$9.05K 0.15% 96
2024
Q3
$281K Buy
2,860
+155
+6% +$15.2K 0.16% 91
2024
Q2
$246K Buy
2,705
+293
+12% +$26.6K 0.16% 85
2024
Q1
$229K Buy
+2,412
New +$229K 0.15% 84