Williamson Legacy Group’s Ingersoll Rand IR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,656
| Closed | -$1.14M | – | 123 |
|
|
2024
Q4 | $1.14M | Sell |
12,656
-2,868
| -18% | -$259K | 0.76% | 33 |
|
|
2024
Q3 | $1.52M | Sell |
15,524
-8,353
| -35% | -$820K | 1.02% | 12 |
|
|
2024
Q2 | $2.17M | Buy |
23,877
+506
| +2% | +$46K | 1.61% | 10 |
|
|
2024
Q1 | $2.22M | Buy |
23,371
+423
| +2% | +$40.2K | 1.72% | 10 |
|
|
2023
Q4 | $1.77M | Buy |
+22,948
| New | +$1.77M | 1.65% | 12 |
|