Beacon Investment 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 | $997K | Buy |
9,750
+58
| +0.6% | +$5.93K | 0.43% | 70 |
|
|
2025
Q1 | $834K | Buy |
9,692
+191
| +2% | +$16.4K | 0.39% | 72 |
|
|
2024
Q4 | $999K | Sell |
9,501
-34
| -0.4% | -$3.57K | 0.47% | 64 |
|
|
2024
Q3 | $1.13M | Buy |
9,535
+41
| +0.4% | +$4.87K | 0.54% | 58 |
|
|
2024
Q2 | $851K | Sell |
9,494
-203
| -2% | -$18.2K | 0.44% | 70 |
|
|
2024
Q1 | $778K | Buy |
9,697
+55
| +0.6% | +$4.41K | 0.44% | 63 |
|
|
2023
Q4 | $675K | Buy |
9,642
+65
| +0.7% | +$4.55K | 0.43% | 66 |
|
|
2023
Q3 | $569K | Buy |
9,577
+61
| +0.6% | +$3.63K | 0.4% | 69 |
|
|
2023
Q2 | $541K | Sell |
9,516
-562
| -6% | -$31.9K | 0.37% | 75 |
|
|
2023
Q1 | $533K | Buy |
10,078
+58
| +0.6% | +$3.07K | 0.39% | 74 |
|
|
2022
Q4 | $500K | Buy |
+10,020
| New | +$500K | 0.42% | 70 |
|