Widmann Financial Services’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 | $353K | Hold |
4,247
| – | – | 0.25% | 76 |
|
|
2025
Q1 | $340K | Sell |
4,247
-88
| -2% | -$7.04K | 0.26% | 75 |
|
|
2024
Q4 | $392K | Hold |
4,335
| – | – | 0.3% | 66 |
|
|
2024
Q3 | $426K | Hold |
4,335
| – | – | 0.32% | 64 |
|
|
2024
Q2 | $394K | Hold |
4,335
| – | – | 0.32% | 61 |
|
|
2024
Q1 | $412K | Hold |
4,335
| – | – | 0.35% | 55 |
|
|
2023
Q4 | $335K | Hold |
4,335
| – | – | 0.3% | 62 |
|
|
2023
Q3 | $276K | Sell |
4,335
-57
| -1% | -$3.63K | 0.28% | 69 |
|
|
2023
Q2 | $287K | Hold |
4,392
| – | – | 0.27% | 68 |
|
|
2023
Q1 | $256K | Hold |
4,392
| – | – | 0.26% | 68 |
|
|
2022
Q4 | $229K | Buy |
+4,392
| New | +$229K | 0.24% | 72 |
|
|
2022
Q2 | – | Sell |
-4,205
| Closed | -$211K | – | 86 |
|
|
2022
Q1 | $211K | Sell |
4,205
-212
| -5% | -$10.6K | 0.19% | 80 |
|
|
2021
Q4 | $273K | Buy |
+4,417
| New | +$273K | 0.23% | 74 |
|