United Capital Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.03M | Sell |
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|
2025
Q2 | $1.06M | Buy |
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|
2025
Q1 | $927K | Buy |
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|
2024
Q4 | $968K | Buy |
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|
2024
Q3 | $1.05M | Sell |
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|
2024
Q2 | $980K | Sell |
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|
2024
Q1 | $1.07M | Sell |
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|
2023
Q4 | $967K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $233K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $236K | Sell |
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|
2022
Q3 | $352K | Sell |
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|
2022
Q2 | $371K | Buy |
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|
2022
Q1 | $407K | Sell |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $943K | Sell |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $1.06M | Sell |
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|
2020
Q4 | $1.02M | Buy |
|