Arete Wealth 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 | $528K | Sell |
5,150
-505
| -9% | -$51.8K | 0.04% | 393 |
|
|
2025
Q1 | $487K | Sell |
5,655
-1,735
| -23% | -$149K | 0.04% | 400 |
|
|
2024
Q4 | $776K | Buy |
7,390
+1,650
| +29% | +$173K | 0.06% | 303 |
|
|
2024
Q3 | $679K | Sell |
5,740
-2,155
| -27% | -$255K | 0.06% | 297 |
|
|
2024
Q2 | $708K | Buy |
+7,895
| New | +$708K | 0.06% | 312 |
|
|
2024
Q1 | – | Sell |
-8,481
| Closed | -$593K | – | 538 |
|
|
2023
Q4 | $593K | Buy |
8,481
+1,544
| +22% | +$108K | 0.05% | 365 |
|
|
2023
Q3 | $412K | Sell |
6,937
-643
| -8% | -$38.2K | 0.07% | 272 |
|
|
2023
Q2 | $431K | Sell |
7,580
-816
| -10% | -$46.4K | 0.04% | 398 |
|
|
2023
Q1 | $444K | Buy |
8,396
+1,362
| +19% | +$72K | 0.04% | 377 |
|
|
2022
Q4 | $351M | Buy |
+7,034
| New | +$351M | 0.03% | 418 |
|
|
2019
Q2 | – | Sell |
-7,450
| Closed | -$264K | – | 409 |
|
|
2019
Q1 | $264K | Buy |
7,450
+495
| +7% | +$17.5K | 0.06% | 309 |
|
|
2018
Q4 | $225K | Sell |
6,955
-9,024
| -56% | -$292K | 0.05% | 316 |
|
|
2018
Q3 | $552K | Buy |
+15,979
| New | +$552K | 0.12% | 178 |
|