Abbot Financial Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Hold |
10,918
| – | – | 0.52% | 56 |
|
|
2025
Q1 | $939K | Hold |
10,918
| – | – | 0.49% | 54 |
|
|
2024
Q4 | $1.15M | Sell |
10,918
-115
| -1% | -$12.1K | 0.57% | 47 |
|
|
2024
Q3 | $1.31M | Sell |
11,033
-100
| -0.9% | -$11.9K | 0.66% | 40 |
|
|
2024
Q2 | $998K | Sell |
11,133
-117
| -1% | -$10.5K | 0.53% | 48 |
|
|
2024
Q1 | $902K | Hold |
11,250
| – | – | 0.5% | 59 |
|
|
2023
Q4 | $787K | Hold |
11,250
| – | – | 0.47% | 63 |
|
|
2023
Q3 | $669K | Hold |
11,250
| – | – | 0.45% | 65 |
|
|
2023
Q2 | $639K | Sell |
11,250
-1,200
| -10% | -$68.2K | 0.41% | 69 |
|
|
2023
Q1 | $659K | Sell |
12,450
-1,600
| -11% | -$84.7K | 0.44% | 68 |
|
|
2022
Q4 | $700K | Sell |
14,050
-1,800
| -11% | -$89.7K | 0.48% | 65 |
|
|
2022
Q3 | $697K | Buy |
15,850
+250
| +2% | +$11K | 0.5% | 61 |
|
|
2022
Q2 | $760K | Buy |
15,600
+250
| +2% | +$12.2K | 0.46% | 66 |
|
|
2022
Q1 | $851K | Buy |
15,350
+9,250
| +152% | +$513K | 0.42% | 71 |
|
|
2021
Q4 | $319K | Hold |
6,100
| – | – | 0.14% | 111 |
|
|
2021
Q3 | $265K | Hold |
6,100
| – | – | 0.12% | 121 |
|
|
2021
Q2 | $258K | Buy |
+6,100
| New | +$258K | 0.11% | 122 |
|