Ameritas Advisory Services’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 | $269K | Sell |
2,623
-1,558
| -37% | -$160K | 0.01% | 655 |
|
|
2025
Q1 | $371K | Buy |
4,181
+89
| +2% | +$7.89K | 0.02% | 642 |
|
|
2024
Q4 | $430K | Buy |
4,092
+214
| +6% | +$22.5K | 0.01% | 629 |
|
|
2024
Q3 | $461K | Sell |
3,878
-67
| -2% | -$7.96K | 0.02% | 561 |
|
|
2024
Q2 | $354K | Sell |
3,945
-5
| -0.1% | -$448 | 0.01% | 686 |
|
|
2024
Q1 | $315K | Buy |
+3,950
| New | +$315K | 0.01% | 694 |
|
|
2023
Q4 | – | Sell |
-3,868
| Closed | -$230K | – | 771 |
|
|
2023
Q3 | $230K | Buy |
+3,868
| New | +$230K | 0.01% | 709 |
|
|
2023
Q2 | – | Sell |
-2,144
| Closed | -$116K | – | 1551 |
|
|
2023
Q1 | $116K | Buy |
+2,144
| New | +$116K | 0.01% | 947 |
|