AssetMark Inc’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 | $276K | Buy |
2,686
+1,371
| +104% | +$141K | ﹤0.01% | 1150 |
|
|
2025
Q1 | $113K | Sell |
1,315
-71,899
| -98% | -$6.19M | ﹤0.01% | 1249 |
|
|
2024
Q4 | $7.7M | Buy |
73,214
+24,679
| +51% | +$2.59M | 0.02% | 407 |
|
|
2024
Q3 | $5.77M | Buy |
48,535
+5,502
| +13% | +$654K | 0.02% | 433 |
|
|
2024
Q2 | $3.86M | Buy |
43,033
+42,837
| +21,856% | +$3.84M | 0.01% | 477 |
|
|
2024
Q1 | $15.7K | Buy |
196
+20
| +11% | +$1.6K | ﹤0.01% | 1321 |
|
|
2023
Q4 | $12.3K | Buy |
176
+22
| +14% | +$1.54K | ﹤0.01% | 1354 |
|
|
2023
Q3 | $9.13K | Buy |
154
+29
| +23% | +$1.72K | ﹤0.01% | 1339 |
|
|
2023
Q2 | $7.1K | Sell |
125
-6
| -5% | -$341 | ﹤0.01% | 1318 |
|
|
2023
Q1 | $6.93K | Sell |
131
-53
| -29% | -$2.8K | ﹤0.01% | 1289 |
|
|
2022
Q4 | $9.17K | Hold |
184
| – | – | ﹤0.01% | 1307 |
|
|
2022
Q3 | $8K | Sell |
184
-23
| -11% | -$1K | ﹤0.01% | 1248 |
|
|
2022
Q2 | $10K | Buy |
207
+73
| +54% | +$3.53K | ﹤0.01% | 1220 |
|
|
2022
Q1 | $7K | Buy |
134
+9
| +7% | +$470 | ﹤0.01% | 1230 |
|
|
2021
Q4 | $7K | Hold |
125
| – | – | ﹤0.01% | 1196 |
|
|
2021
Q3 | $5K | Sell |
125
-2
| -2% | -$80 | ﹤0.01% | 1130 |
|
|
2021
Q2 | $5K | Hold |
127
| – | – | ﹤0.01% | 1073 |
|
|
2021
Q1 | $5K | Hold |
127
| – | – | ﹤0.01% | 1007 |
|
|
2020
Q4 | $4K | Hold |
127
| – | – | ﹤0.01% | 1060 |
|
|
2020
Q3 | $3K | Hold |
127
| – | – | ﹤0.01% | 1049 |
|
|
2020
Q2 | $3K | Sell |
127
-2,020
| -94% | -$47.7K | ﹤0.01% | 1022 |
|
|
2020
Q1 | $51K | Buy |
2,147
+174
| +9% | +$4.13K | ﹤0.01% | 683 |
|
|
2019
Q4 | $63K | Buy |
+1,973
| New | +$63K | ﹤0.01% | 694 |
|
|
2018
Q1 | – | Sell |
-72
| Closed | -$3K | – | 1684 |
|
|
2017
Q4 | $3K | Buy |
72
+43
| +148% | +$1.79K | ﹤0.01% | 1346 |
|
|
2017
Q3 | $1K | Buy |
+29
| New | +$1K | ﹤0.01% | 1360 |
|
|
2016
Q4 | – | Sell |
-1,281
| Closed | -$48K | – | 1317 |
|
|
2016
Q3 | $48K | Buy |
1,281
+33
| +3% | +$1.24K | ﹤0.01% | 623 |
|
|
2016
Q2 | $50K | Sell |
1,248
-147
| -11% | -$5.89K | ﹤0.01% | 605 |
|
|
2016
Q1 | $47K | Buy |
1,395
+56
| +4% | +$1.89K | ﹤0.01% | 571 |
|
|
2015
Q4 | $36K | Buy |
1,339
+1,011
| +308% | +$27.2K | ﹤0.01% | 689 |
|
|
2015
Q3 | $10K | Buy |
328
+70
| +27% | +$2.13K | ﹤0.01% | 484 |
|
|
2015
Q2 | $8K | Buy |
+258
| New | +$8K | ﹤0.01% | 541 |
|