AAM
Advisors Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.51M | Buy |
63,511
+1,193
| +2% | +$122K | 0.12% | 221 |
|
|
2025
Q1 | $5.36M | Sell |
62,318
-3,442
| -5% | -$296K | 0.1% | 261 |
|
|
2024
Q4 | $6.91M | Buy |
65,760
+2,384
| +4% | +$251K | 0.13% | 181 |
|
|
2024
Q3 | $7.53M | Buy |
63,376
+10,984
| +21% | +$1.31M | 0.14% | 178 |
|
|
2024
Q2 | $4.7M | Sell |
52,392
-1,458
| -3% | -$131K | 0.09% | 280 |
|
|
2024
Q1 | $4.32M | Buy |
53,850
+1,203
| +2% | +$96.5K | 0.08% | 307 |
|
|
2023
Q4 | $3.68M | Sell |
52,647
-12,455
| -19% | -$872K | 0.08% | 335 |
|
|
2023
Q3 | $3.87M | Sell |
65,102
-6,734
| -9% | -$400K | 0.08% | 302 |
|
|
2023
Q2 | $4.08M | Sell |
71,836
-10,533
| -13% | -$598K | 0.08% | 304 |
|
|
2023
Q1 | $4.36M | Buy |
82,369
+9,649
| +13% | +$511K | 0.09% | 281 |
|
|
2022
Q4 | $3.63M | Buy |
72,720
+16,892
| +30% | +$842K | 0.07% | 326 |
|
|
2022
Q3 | $2.46M | Sell |
55,828
-37,621
| -40% | -$1.65M | 0.05% | 437 |
|
|
2022
Q2 | $4.55M | Buy |
93,449
+11,654
| +14% | +$567K | 0.09% | 259 |
|
|
2022
Q1 | $4.53M | Buy |
81,795
+12,421
| +18% | +$688K | 0.07% | 302 |
|
|
2021
Q4 | $3.63M | Sell |
69,374
-2,533
| -4% | -$133K | 0.05% | 395 |
|
|
2021
Q3 | $3.12M | Buy |
71,907
+4,154
| +6% | +$180K | 0.05% | 431 |
|
|
2021
Q2 | $2.87M | Buy |
67,753
+5,266
| +8% | +$223K | 0.04% | 472 |
|
|
2021
Q1 | $2.31M | Sell |
62,487
-8,534
| -12% | -$316K | 0.04% | 542 |
|
|
2020
Q4 | $2.09M | Sell |
71,021
-7,420
| -9% | -$219K | 0.03% | 534 |
|
|
2020
Q3 | $2.1M | Buy |
78,441
+77,672
| +10,100% | +$2.08M | 0.04% | 452 |
|
|
2020
Q2 | $20K | Sell |
769
-10,339
| -93% | -$269K | ﹤0.01% | 1462 |
|
|
2020
Q1 | $264K | Sell |
11,108
-20,101
| -64% | -$478K | 0.01% | 1045 |
|
|
2019
Q4 | $995K | Sell |
31,209
-15,937
| -34% | -$508K | 0.02% | 763 |
|
|
2019
Q3 | $1.53M | Sell |
47,146
-21,160
| -31% | -$685K | 0.03% | 619 |
|
|
2019
Q2 | $2.14M | Sell |
68,306
-18,208
| -21% | -$570K | 0.04% | 519 |
|
|
2019
Q1 | $3.07M | Sell |
86,514
-4,316
| -5% | -$153K | 0.05% | 389 |
|
|
2018
Q4 | $2.94M | Sell |
90,830
-3,250
| -3% | -$105K | 0.06% | 377 |
|
|
2018
Q3 | $3.25M | Buy |
94,080
+1,262
| +1% | +$43.6K | 0.05% | 406 |
|
|
2018
Q2 | $3.25M | Buy |
92,818
+6,316
| +7% | +$221K | 0.06% | 417 |
|
|
2018
Q1 | $2.72M | Buy |
86,502
+98
| +0.1% | +$3.08K | 0.05% | 515 |
|
|
2017
Q4 | $3.26M | Sell |
86,404
-731
| -0.8% | -$27.6K | 0.05% | 454 |
|
|
2017
Q3 | $3.39M | Buy |
87,135
+14,529
| +20% | +$565K | 0.06% | 446 |
|
|
2017
Q2 | $2.5M | Buy |
72,606
+11,042
| +18% | +$379K | 0.04% | 550 |
|
|
2017
Q1 | $2.2M | Buy |
61,564
+11,656
| +23% | +$416K | 0.04% | 598 |
|
|
2016
Q4 | $1.62M | Buy |
49,908
+13,034
| +35% | +$423K | 0.03% | 710 |
|
|
2016
Q3 | $1.38M | Buy |
36,874
+9,676
| +36% | +$363K | 0.02% | 752 |
|
|
2016
Q2 | $1.08M | Sell |
27,198
-23,857
| -47% | -$950K | 0.02% | 851 |
|
|
2016
Q1 | $1.73M | Sell |
51,055
-3,013
| -6% | -$102K | 0.03% | 682 |
|
|
2015
Q4 | $1.46M | Sell |
54,068
-2,455
| -4% | -$66.3K | 0.02% | 765 |
|
|
2015
Q3 | $1.75M | Sell |
56,523
-42,224
| -43% | -$1.31M | 0.03% | 679 |
|
|
2015
Q2 | $3.06M | Buy |
98,747
+97,795
| +10,273% | +$3.03M | 0.04% | 532 |
|
|
2015
Q1 | $35K | Sell |
952
-362,395
| -100% | -$13.3M | ﹤0.01% | 1744 |
|
|
2014
Q4 | $14M | Buy |
363,347
+18,626
| +5% | +$720K | 0.19% | 147 |
|
|
2014
Q3 | $11.3M | Buy |
344,721
+18,301
| +6% | +$598K | 0.16% | 177 |
|
|
2014
Q2 | $11.6M | Buy |
326,420
+178,268
| +120% | +$6.32M | 0.16% | 169 |
|
|
2014
Q1 | $4.09M | Buy |
148,152
+147,164
| +14,895% | +$4.06M | 0.06% | 366 |
|
|
2013
Q4 | $30K | Hold |
988
| – | – | ﹤0.01% | 1698 |
|
|
2013
Q3 | $27K | Hold |
988
| – | – | ﹤0.01% | 1693 |
|
|
2013
Q2 | $26K | Buy |
+988
| New | +$26K | ﹤0.01% | 1664 |
|