B. Riley 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 | $416K | Buy |
+4,060
| New | +$416K | 0.02% | 585 |
|
|
2024
Q4 | $1.13M | Sell |
10,640
-4,854
| -31% | -$514K | 0.04% | 416 |
|
|
2024
Q3 | $1.84M | Sell |
15,494
-14,334
| -48% | -$1.71M | 0.05% | 336 |
|
|
2024
Q2 | $2.69M | Sell |
29,828
-960
| -3% | -$86.7K | 0.07% | 270 |
|
|
2024
Q1 | $1.85M | Buy |
30,788
+681
| +2% | +$40.9K | 0.05% | 376 |
|
|
2023
Q4 | $2.13M | Sell |
30,107
-681
| -2% | -$48.1K | 0.06% | 344 |
|
|
2023
Q3 | $1.85M | Sell |
30,788
-7,660
| -20% | -$460K | 0.05% | 376 |
|
|
2023
Q2 | $2.2M | Sell |
38,448
-4,455
| -10% | -$255K | 0.05% | 351 |
|
|
2023
Q1 | $2.29M | Sell |
42,903
-23,951
| -36% | -$1.28M | 0.06% | 311 |
|
|
2022
Q4 | $3.37M | Sell |
66,854
-6,240
| -9% | -$314K | 0.09% | 225 |
|
|
2022
Q3 | $3.22M | Buy |
73,094
+6,497
| +10% | +$286K | 0.1% | 216 |
|
|
2022
Q2 | $3.24M | Sell |
66,597
-10,561
| -14% | -$514K | 0.14% | 157 |
|
|
2022
Q1 | $4.28M | Buy |
77,158
+30,692
| +66% | +$1.7M | 0.14% | 158 |
|
|
2021
Q4 | $2.43M | Sell |
46,466
-241
| -0.5% | -$12.6K | 0.07% | 306 |
|
|
2021
Q3 | $2.03M | Sell |
46,707
-8,713
| -16% | -$379K | 0.06% | 328 |
|
|
2021
Q2 | $2.35M | Buy |
55,420
+2,482
| +5% | +$105K | 0.08% | 296 |
|
|
2021
Q1 | $1.96M | Buy |
52,938
+32,719
| +162% | +$1.21M | 0.07% | 308 |
|
|
2020
Q4 | $597K | Sell |
20,219
-1,069
| -5% | -$31.6K | 0.03% | 477 |
|
|
2020
Q3 | $570K | Buy |
21,288
+534
| +3% | +$14.3K | 0.03% | 484 |
|
|
2020
Q2 | $543K | Buy |
20,754
+2,847
| +16% | +$74.5K | 0.04% | 433 |
|
|
2020
Q1 | $427K | Buy |
17,907
+3,042
| +20% | +$72.5K | 0.04% | 435 |
|
|
2019
Q4 | $474K | Buy |
14,865
+2,708
| +22% | +$86.4K | 0.04% | 452 |
|
|
2019
Q3 | $394K | Buy |
12,157
+4,558
| +60% | +$148K | 0.04% | 491 |
|
|
2019
Q2 | $239K | Buy |
7,599
+1,743
| +30% | +$54.8K | 0.03% | 653 |
|
|
2019
Q1 | $209K | Buy |
+5,856
| New | +$209K | 0.03% | 642 |
|
|
2014
Q3 | – | Sell |
-274
| Closed | -$8.96K | – | 1260 |
|
|
2014
Q2 | $8.96K | Buy |
+274
| New | +$8.96K | ﹤0.01% | 1832 |
|