Annis Gardner Whiting Capital Advisors’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 | $56K | Buy |
546
+31
| +6% | +$3.18K | 0.02% | 395 |
|
|
2025
Q1 | $44.3K | Sell |
515
-45
| -8% | -$3.87K | 0.02% | 364 |
|
|
2024
Q4 | $59.2K | Sell |
560
-55
| -9% | -$5.82K | 0.02% | 332 |
|
|
2024
Q3 | $73.5K | Hold |
615
| – | – | 0.02% | 325 |
|
|
2024
Q2 | $55.5K | Buy |
615
+30
| +5% | +$2.71K | 0.02% | 388 |
|
|
2024
Q1 | $47.3K | Sell |
585
-2,059
| -78% | -$166K | 0.02% | 388 |
|
|
2023
Q4 | $187K | Sell |
2,644
-215
| -8% | -$15.2K | 0.08% | 157 |
|
|
2023
Q3 | $172K | Buy |
+2,859
| New | +$172K | 0.09% | 151 |
|