Weatherly Asset Management’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 | $929K | Sell |
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|
2025
Q2 | $954K | Sell |
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|
2025
Q1 | $930K | Hold |
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|
2024
Q4 | $1.05M | Hold |
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|
2024
Q3 | $1.14M | Sell |
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|
2024
Q2 | $1.06M | Buy |
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|
2024
Q1 | $1.09M | Sell |
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|
2023
Q4 | $916K | Sell |
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|
2023
Q3 | $769K | Sell |
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|
2023
Q2 | $813K | Hold |
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $691K | Sell |
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|
2022
Q3 | $595K | Sell |
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|
2022
Q2 | $584K | Sell |
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|
2022
Q1 | $704K | Sell |
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|
2021
Q4 | $879K | Sell |
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|
2021
Q3 | $741K | Sell |
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|
2021
Q2 | $756K | Sell |
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|
2021
Q1 | $769K | Sell |
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|
2020
Q4 | $724K | Sell |
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|
2020
Q3 | $573K | Sell |
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|
2020
Q2 | $458K | Sell |
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|
2020
Q1 | $409K | Buy |
|