Avantax 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 | $8.74M | Buy |
85,172
+11,276
| +15% | +$1.16M | 0.05% | 305 |
|
|
2025
Q1 | $6.36M | Buy |
73,896
+2,273
| +3% | +$196K | 0.04% | 342 |
|
|
2024
Q4 | $7.53M | Sell |
71,623
-3,691
| -5% | -$388K | 0.05% | 295 |
|
|
2024
Q3 | $8.95M | Sell |
75,314
-1,413
| -2% | -$168K | 0.06% | 247 |
|
|
2024
Q2 | $6.88M | Buy |
76,727
+4,638
| +6% | +$416K | 0.05% | 291 |
|
|
2024
Q1 | $5.78M | Sell |
72,089
-4,447
| -6% | -$357K | 0.05% | 275 |
|
|
2023
Q4 | $5.36M | Sell |
76,536
-3,307
| -4% | -$231K | 0.05% | 271 |
|
|
2023
Q3 | $4.75M | Buy |
79,843
+1,788
| +2% | +$106K | 0.05% | 265 |
|
|
2023
Q2 | $4.44M | Sell |
78,055
-2,257
| -3% | -$128K | 0.05% | 280 |
|
|
2023
Q1 | $4.25M | Buy |
80,312
+2,836
| +4% | +$150K | 0.05% | 277 |
|
|
2022
Q4 | $3.86M | Buy |
77,476
+2,070
| +3% | +$103K | 0.05% | 269 |
|
|
2022
Q3 | $3.32M | Buy |
75,406
+4,485
| +6% | +$197K | 0.05% | 274 |
|
|
2022
Q2 | $3.45M | Buy |
70,921
+4,046
| +6% | +$197K | 0.05% | 265 |
|
|
2022
Q1 | $3.71M | Sell |
66,875
-45,885
| -41% | -$2.54M | 0.05% | 260 |
|
|
2021
Q4 | $5.9M | Buy |
112,760
+6,727
| +6% | +$352K | 0.09% | 168 |
|
|
2021
Q3 | $4.61M | Sell |
106,033
-1,807
| -2% | -$78.6K | 0.08% | 184 |
|
|
2021
Q2 | $4.57M | Buy |
107,840
+1,860
| +2% | +$78.8K | 0.08% | 182 |
|
|
2021
Q1 | $3.92M | Buy |
105,980
+41,198
| +64% | +$1.53M | 0.08% | 181 |
|
|
2020
Q4 | $1.91M | Sell |
64,782
-2,294
| -3% | -$67.6K | 0.05% | 274 |
|
|
2020
Q3 | $1.79M | Buy |
67,076
+26,827
| +67% | +$717K | 0.03% | 384 |
|
|
2020
Q2 | $1.05M | Buy |
40,249
+5,651
| +16% | +$148K | 0.03% | 332 |
|
|
2020
Q1 | $822K | Buy |
34,598
+20,589
| +147% | +$489K | 0.02% | 335 |
|
|
2019
Q4 | $446K | Buy |
14,009
+7,849
| +127% | +$250K | 0.01% | 510 |
|
|
2019
Q3 | $200K | Buy |
+6,160
| New | +$200K | 0.01% | 542 |
|