Advisory Services Network’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
$1.14M Sell
11,664
-352
-3% -$34.3K 0.02% 770
2025
Q1
$1.03M Sell
12,016
-16,280
-58% -$1.4M 0.02% 748
2024
Q4
$2.97M Buy
28,296
+1,575
+6% +$166K 0.06% 377
2024
Q3
$2.39M Hold
26,721
0.05% 410
2024
Q2
$2.39M Buy
26,721
+1,437
+6% +$129K 0.05% 410
2024
Q1
$2.03M Buy
25,284
+2,026
+9% +$163K 0.05% 450
2023
Q4
$1.63M Sell
23,258
-3,033
-12% -$212K 0.04% 488
2023
Q3
$1.56M Buy
26,291
+1,118
+4% +$66.5K 0.04% 485
2023
Q2
$1.43M Sell
25,173
-486
-2% -$27.6K 0.04% 522
2023
Q1
$1.36M Buy
25,659
+341
+1% +$18K 0.04% 523
2022
Q4
$1.26M Sell
25,318
-410
-2% -$20.4K 0.04% 520
2022
Q3
$1.13M Sell
25,728
-722
-3% -$31.8K 0.04% 508
2022
Q2
$1.29M Buy
26,450
+802
+3% +$39K 0.04% 487
2022
Q1
$1.42M Sell
25,648
-9,416
-27% -$522K 0.04% 512
2021
Q4
$1.84M Sell
35,064
-18,013
-34% -$943K 0.05% 426
2021
Q3
$2.31M Sell
53,077
-32,024
-38% -$1.39M 0.07% 347
2021
Q2
$3.6M Buy
85,101
+17,832
+27% +$755K 0.11% 232
2021
Q1
$2.49M Buy
67,269
+56,195
+507% +$2.08M 0.09% 285
2020
Q4
$326K Sell
11,074
-250
-2% -$7.36K 0.01% 908
2020
Q3
$304K Buy
11,324
+3,425
+43% +$91.9K 0.01% 819
2020
Q2
$206K Sell
7,899
-42
-0.5% -$1.1K 0.01% 931
2020
Q1
$189K Sell
7,941
-686
-8% -$16.3K 0.01% 843
2019
Q4
$275K Buy
8,627
+6,965
+419% +$222K 0.01% 809
2019
Q3
$52K Hold
1,662
﹤0.01% 1343
2019
Q2
$52K Buy
1,662
+22
+1% +$688 ﹤0.01% 1341
2019
Q1
$59K Sell
1,640
-19,433
-92% -$699K ﹤0.01% 1183
2018
Q4
$683K Buy
21,073
+676
+3% +$21.9K 0.06% 395
2018
Q3
$704K Buy
20,397
+1,028
+5% +$35.5K 0.05% 439
2018
Q2
$687K Sell
19,369
-292
-1% -$10.4K 0.05% 447
2018
Q1
$646K Buy
19,661
+2,792
+17% +$91.7K 0.05% 452
2017
Q4
$636K Buy
16,869
+13,230
+364% +$499K 0.06% 407
2017
Q3
$142K Buy
3,639
+2,140
+143% +$83.5K 0.02% 753
2017
Q2
$52K Sell
1,499
-120
-7% -$4.16K 0.01% 1034
2017
Q1
$58K Buy
+1,619
New +$58K 0.01% 950
2016
Q3
$57K Buy
1,526
+48
+3% +$1.79K 0.01% 829
2016
Q2
$59K Buy
1,478
+99
+7% +$3.95K 0.01% 741
2016
Q1
$47K Buy
1,379
+2
+0.1% +$68 0.01% 682
2015
Q4
$37K Buy
1,377
+2
+0.1% +$54 0.01% 649
2015
Q3
$43K Buy
1,375
+213
+18% +$6.66K 0.01% 568
2015
Q2
$36K Buy
1,162
+1,098
+1,716% +$34K 0.01% 579
2015
Q1
$2K Hold
64
﹤0.01% 1185
2014
Q4
$3K Buy
+64
New +$3K ﹤0.01% 1020
2014
Q1
Sell
-241
Closed -$7K 499
2013
Q4
$7K Buy
+241
New +$7K ﹤0.01% 694