Beacon Financial Advisory’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 | $1.46M | Sell |
14,262
-115
| -0.8% | -$11.8K | 0.38% | 61 |
|
|
2025
Q1 | $1.24M | Sell |
14,377
-87
| -0.6% | -$7.49K | 0.37% | 65 |
|
|
2024
Q4 | $1.52M | Sell |
14,464
-119
| -0.8% | -$12.5K | 0.49% | 45 |
|
|
2024
Q3 | $1.73M | Sell |
14,583
-299
| -2% | -$35.5K | 0.59% | 33 |
|
|
2024
Q2 | $1.33M | Buy |
14,882
+261
| +2% | +$23.4K | 0.5% | 44 |
|
|
2024
Q1 | $1.17M | Sell |
14,621
-590
| -4% | -$47.3K | 0.57% | 38 |
|
|
2023
Q4 | $1.06M | Buy |
15,211
+26
| +0.2% | +$1.82K | 0.51% | 50 |
|
|
2023
Q3 | $903K | Buy |
15,185
+166
| +1% | +$9.87K | 0.5% | 61 |
|
|
2023
Q2 | $853K | Buy |
15,019
+74
| +0.5% | +$4.21K | 0.49% | 61 |
|
|
2023
Q1 | $791K | Buy |
14,945
+15
| +0.1% | +$794 | 0.5% | 58 |
|
|
2022
Q4 | $744K | Sell |
14,930
-661
| -4% | -$33K | 0.53% | 59 |
|
|
2022
Q3 | $686K | Sell |
15,591
-28
| -0.2% | -$1.23K | 0.49% | 62 |
|
|
2022
Q2 | $760K | Buy |
15,619
+91
| +0.6% | +$4.43K | 0.43% | 70 |
|
|
2022
Q1 | $860K | Sell |
15,528
-280
| -2% | -$15.5K | 0.41% | 76 |
|
|
2021
Q4 | $827K | Sell |
15,808
-12
| -0.1% | -$628 | 0.38% | 82 |
|
|
2021
Q3 | $687K | Buy |
15,820
+490
| +3% | +$21.3K | 0.36% | 86 |
|
|
2021
Q2 | $649K | Buy |
15,330
+1,294
| +9% | +$54.8K | 0.35% | 96 |
|
|
2021
Q1 | $519K | Buy |
14,036
+1,628
| +13% | +$60.2K | 0.3% | 111 |
|
|
2020
Q4 | $365K | Sell |
12,408
-13
| -0.1% | -$382 | 0.24% | 128 |
|
|
2020
Q3 | $332K | Buy |
+12,421
| New | +$332K | 0.29% | 120 |
|