Ballentine Partners’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 | $707K | Buy |
6,889
+1,501
| +28% | +$154K | 0.01% | 389 |
|
|
2025
Q1 | $464K | Sell |
5,388
-393
| -7% | -$33.8K | 0.01% | 468 |
|
|
2024
Q4 | $608K | Buy |
5,781
+388
| +7% | +$40.8K | 0.01% | 382 |
|
|
2024
Q3 | $641K | Buy |
5,393
+779
| +17% | +$92.6K | 0.01% | 366 |
|
|
2024
Q2 | $414K | Buy |
4,614
+537
| +13% | +$48.1K | 0.01% | 448 |
|
|
2024
Q1 | $327K | Buy |
4,077
+631
| +18% | +$50.6K | 0.01% | 510 |
|
|
2023
Q4 | $241K | Buy |
+3,446
| New | +$241K | ﹤0.01% | 575 |
|