Bay Harbor Wealth Management’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 | $72.6K | Sell |
703
-158
| -18% | -$16.3K | 0.02% | 103 |
|
|
2025
Q1 | $74.8K | Sell |
861
-20
| -2% | -$1.74K | 0.02% | 91 |
|
|
2024
Q4 | $93.2K | Buy |
881
+34
| +4% | +$3.6K | 0.03% | 77 |
|
|
2024
Q3 | $101K | Sell |
847
-43
| -5% | -$5.14K | 0.03% | 63 |
|
|
2024
Q2 | $80.3K | Sell |
890
-131
| -13% | -$11.8K | 0.03% | 79 |
|
|
2024
Q1 | $82.6K | Sell |
1,021
-15
| -1% | -$1.21K | 0.03% | 77 |
|
|
2023
Q4 | $73.2K | Buy |
1,036
+1
| +0.1% | +$71 | 0.03% | 83 |
|
|
2023
Q3 | $62.2K | Buy |
1,035
+14
| +1% | +$841 | 0.03% | 85 |
|
|
2023
Q2 | $58.6K | Sell |
1,021
-75
| -7% | -$4.31K | 0.02% | 87 |
|
|
2023
Q1 | $58.7K | Buy |
1,096
+2
| +0.2% | +$107 | 0.02% | 89 |
|
|
2022
Q4 | $55K | Sell |
1,094
-1
| -0.1% | -$50 | 0.02% | 91 |
|
|
2022
Q3 | $49K | Buy |
1,095
+5
| +0.5% | +$224 | 0.02% | 95 |
|
|
2022
Q2 | $54K | Buy |
1,090
+2
| +0.2% | +$99 | 0.02% | 98 |
|
|
2022
Q1 | $60K | Buy |
+1,088
| New | +$60K | 0.02% | 104 |
|