United Capital Financial 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 | $1.06M | Buy |
12,698
+1,117
| +10% | +$92.9K | 0.01% | 578 |
|
|
2025
Q1 | $927K | Buy |
11,581
+883
| +8% | +$70.7K | 0.01% | 576 |
|
|
2024
Q4 | $968K | Buy |
10,698
+48
| +0.5% | +$4.34K | 0.01% | 552 |
|
|
2024
Q3 | $1.05M | Sell |
10,650
-143
| -1% | -$14K | 0.01% | 530 |
|
|
2024
Q2 | $980K | Sell |
10,793
-456
| -4% | -$41.4K | 0.01% | 530 |
|
|
2024
Q1 | $1.07M | Sell |
11,249
-1,258
| -10% | -$119K | 0.01% | 541 |
|
|
2023
Q4 | $967K | Buy |
+12,507
| New | +$967K | 0.01% | 567 |
|
|
2023
Q3 | – | Sell |
-3,562
| Closed | -$233K | – | 868 |
|
|
2023
Q2 | $233K | Buy |
+3,562
| New | +$233K | ﹤0.01% | 822 |
|
|
2023
Q1 | – | Sell |
-4,513
| Closed | -$236K | – | 1011 |
|
|
2022
Q4 | $236K | Sell |
4,513
-3,616
| -44% | -$189K | ﹤0.01% | 941 |
|
|
2022
Q3 | $352K | Sell |
8,129
-698
| -8% | -$30.2K | ﹤0.01% | 859 |
|
|
2022
Q2 | $371K | Buy |
8,827
+749
| +9% | +$31.5K | ﹤0.01% | 879 |
|
|
2022
Q1 | $407K | Sell |
8,078
-9,815
| -55% | -$495K | ﹤0.01% | 893 |
|
|
2021
Q4 | $1.11M | Sell |
17,893
-810
| -4% | -$50.1K | 0.01% | 653 |
|
|
2021
Q3 | $943K | Sell |
18,703
-2,991
| -14% | -$151K | ﹤0.01% | 692 |
|
|
2021
Q2 | $1.06M | Buy |
21,694
+234
| +1% | +$11.4K | 0.01% | 680 |
|
|
2021
Q1 | $1.06M | Sell |
21,460
-1,046
| -5% | -$51.5K | 0.01% | 653 |
|
|
2020
Q4 | $1.03M | Buy |
+22,506
| New | +$1.03M | 0.01% | 663 |
|