Allworth Financial’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 | $17.7M | Buy |
172,403
+107,025
| +164% | +$11M | 0.08% | 134 |
|
|
2025
Q1 | $5.58M | Buy |
65,378
+1,028
| +2% | +$87.7K | 0.03% | 242 |
|
|
2024
Q4 | $7.08M | Buy |
64,350
+1,209
| +2% | +$133K | 0.04% | 218 |
|
|
2024
Q3 | $7.5M | Sell |
63,141
-68
| -0.1% | -$8.08K | 0.05% | 168 |
|
|
2024
Q2 | $6.21M | Sell |
63,209
-419
| -0.7% | -$41.2K | 0.04% | 189 |
|
|
2024
Q1 | $5.1M | Buy |
63,628
+439
| +0.7% | +$35.2K | 0.04% | 196 |
|
|
2023
Q4 | $4.42M | Buy |
63,189
+62,285
| +6,890% | +$4.36M | 0.03% | 203 |
|
|
2023
Q3 | $53.7K | Sell |
904
-520
| -37% | -$30.9K | ﹤0.01% | 1090 |
|
|
2023
Q2 | $80.9K | Buy |
1,424
+566
| +66% | +$32.2K | ﹤0.01% | 964 |
|
|
2023
Q1 | $45.4K | Buy |
858
+442
| +106% | +$23.4K | ﹤0.01% | 1102 |
|
|
2022
Q4 | $20.7K | Sell |
416
-359
| -46% | -$17.9K | ﹤0.01% | 1348 |
|
|
2022
Q3 | $34K | Buy |
775
+441
| +132% | +$19.3K | ﹤0.01% | 1099 |
|
|
2022
Q2 | $16K | Buy |
334
+313
| +1,490% | +$15K | ﹤0.01% | 1333 |
|
|
2022
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 1950 |
|
|
2021
Q4 | – | Sell |
-114
| Closed | -$5K | – | 2033 |
|
|
2021
Q3 | $5K | Buy |
+114
| New | +$5K | ﹤0.01% | 1525 |
|