Aptus 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 | $764K | Sell |
7,449
-298
| -4% | -$30.6K | 0.01% | 577 |
|
|
2025
Q1 | $667K | Buy |
7,747
+2,393
| +45% | +$206K | 0.01% | 577 |
|
|
2024
Q4 | $564K | Buy |
5,354
+2,661
| +99% | +$280K | 0.01% | 591 |
|
|
2024
Q3 | $320K | Sell |
2,693
-7
| -0.3% | -$832 | ﹤0.01% | 645 |
|
|
2024
Q2 | $242K | Sell |
2,700
-732
| -21% | -$65.6K | ﹤0.01% | 673 |
|
|
2024
Q1 | $275K | Buy |
+3,432
| New | +$275K | 0.01% | 648 |
|
|
2020
Q1 | – | Sell |
-73,209
| Closed | -$2.33M | – | 435 |
|
|
2019
Q4 | $2.33M | Buy |
+73,209
| New | +$2.33M | 0.17% | 93 |
|