Advisors Capital 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
$454K Sell
4,427
-185
-4% -$19K 0.01% 391
2025
Q1
$397K Buy
4,612
+553
+14% +$47.6K 0.01% 399
2024
Q4
$427K Sell
4,059
-8
-0.2% -$841 0.01% 397
2024
Q3
$483K Buy
4,067
+23
+0.6% +$2.73K 0.01% 371
2024
Q2
$362K Sell
4,044
-12
-0.3% -$1.07K 0.01% 394
2024
Q1
$325K Buy
4,056
+32
+0.8% +$2.56K 0.01% 405
2023
Q4
$282K Buy
4,024
+15
+0.4% +$1.05K 0.01% 415
2023
Q3
$238K Buy
4,009
+257
+7% +$15.3K 0.01% 378
2023
Q2
$213K Buy
+3,752
New +$213K 0.01% 406
2023
Q1
Sell
-4,486
Closed -$224K 446
2022
Q4
$224K Sell
4,486
-158
-3% -$7.89K 0.01% 412
2022
Q3
$239K Sell
4,644
-96
-2% -$4.94K 0.01% 421
2022
Q2
$231K Sell
4,740
-199
-4% -$9.7K 0.01% 396
2022
Q1
$274K Sell
4,939
-2,709
-35% -$150K 0.01% 381
2021
Q4
$400K Sell
7,648
-2,482
-25% -$130K 0.01% 335
2021
Q3
$440K Buy
+10,130
New +$440K 0.01% 308