Beacon Pointe 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 | $801K | Buy |
7,813
+645
| +9% | +$66.2K | 0.01% | 731 |
|
|
2025
Q1 | $617K | Sell |
7,168
-121
| -2% | -$10.4K | 0.01% | 773 |
|
|
2024
Q4 | $766K | Sell |
7,289
-4,091
| -36% | -$430K | 0.01% | 705 |
|
|
2024
Q3 | $1.35M | Sell |
11,380
-377
| -3% | -$44.8K | 0.02% | 559 |
|
|
2024
Q2 | $1.05M | Sell |
11,757
-4,351
| -27% | -$390K | 0.01% | 618 |
|
|
2024
Q1 | $1.29M | Buy |
16,108
+3,291
| +26% | +$264K | 0.01% | 607 |
|
|
2023
Q4 | $897K | Sell |
12,817
-5,420
| -30% | -$379K | 0.01% | 694 |
|
|
2023
Q3 | $1.08M | Buy |
+18,237
| New | +$1.08M | 0.01% | 603 |
|
|
2022
Q2 | – | Sell |
-5,433
| Closed | -$301K | – | 1138 |
|
|
2022
Q1 | $301K | Buy |
+5,433
| New | +$301K | ﹤0.01% | 976 |
|