AE Wealth 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 | $1.34M | Buy |
13,062
+942
| +8% | +$96.6K | 0.01% | 643 |
|
|
2025
Q1 | $1.04M | Sell |
12,120
-4,686
| -28% | -$403K | 0.01% | 696 |
|
|
2024
Q4 | $1.77M | Sell |
16,806
-10,923
| -39% | -$1.15M | 0.02% | 560 |
|
|
2024
Q3 | $3.3M | Buy |
27,729
+9,723
| +54% | +$1.16M | 0.03% | 419 |
|
|
2024
Q2 | $1.61M | Buy |
18,006
+6,611
| +58% | +$592K | 0.02% | 581 |
|
|
2024
Q1 | $914K | Sell |
11,395
-40,397
| -78% | -$3.24M | 0.01% | 674 |
|
|
2023
Q4 | $3.5M | Sell |
51,792
-3,085
| -6% | -$208K | 0.02% | 709 |
|
|
2023
Q3 | $3.26M | Buy |
54,877
+2,442
| +5% | +$145K | 0.02% | 678 |
|
|
2023
Q2 | $2.98M | Sell |
52,435
-3,782
| -7% | -$215K | 0.02% | 711 |
|
|
2023
Q1 | $2.97M | Buy |
56,217
+116
| +0.2% | +$6.14K | 0.02% | 666 |
|
|
2022
Q4 | $2.8M | Buy |
56,101
+5,830
| +12% | +$291K | 0.02% | 634 |
|
|
2022
Q3 | $2.21M | Buy |
50,271
+3,045
| +6% | +$134K | 0.02% | 663 |
|
|
2022
Q2 | $2.3M | Buy |
47,226
+2,961
| +7% | +$144K | 0.02% | 624 |
|
|
2022
Q1 | $2.45M | Buy |
44,265
+5,391
| +14% | +$299K | 0.02% | 648 |
|
|
2021
Q4 | $2.03M | Sell |
38,874
-942
| -2% | -$49.3K | 0.01% | 695 |
|
|
2021
Q3 | $1.73M | Buy |
39,816
+2,838
| +8% | +$123K | 0.01% | 687 |
|
|
2021
Q2 | $1.57M | Buy |
36,978
+834
| +2% | +$35.3K | 0.01% | 707 |
|
|
2021
Q1 | $1.34M | Sell |
36,144
-4,096
| -10% | -$152K | 0.01% | 683 |
|
|
2020
Q4 | $1.19M | Sell |
40,240
-2,339
| -5% | -$68.9K | 0.01% | 661 |
|
|
2020
Q3 | $1.14M | Sell |
42,579
-36,218
| -46% | -$971K | 0.02% | 596 |
|
|
2020
Q2 | $2.06M | Sell |
78,797
-12,911
| -14% | -$337K | 0.03% | 400 |
|
|
2020
Q1 | $2.18M | Sell |
91,708
-56,187
| -38% | -$1.34M | 0.05% | 289 |
|
|
2019
Q4 | $4.71M | Buy |
147,895
+29,805
| +25% | +$950K | 0.1% | 186 |
|
|
2019
Q3 | $3.83M | Buy |
118,090
+11,065
| +10% | +$358K | 0.11% | 176 |
|
|
2019
Q2 | $3.35M | Buy |
+107,025
| New | +$3.35M | 0.1% | 167 |
|