Beaumont Financial 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 | $290K | Sell |
2,830
-387
| -12% | -$39.7K | 0.02% | 306 |
|
|
2025
Q1 | $277K | Sell |
3,217
-16
| -0.5% | -$1.38K | 0.02% | 302 |
|
|
2024
Q4 | $340K | Sell |
3,233
-208
| -6% | -$21.9K | 0.03% | 273 |
|
|
2024
Q3 | $409K | Hold |
3,441
| – | – | 0.03% | 237 |
|
|
2024
Q2 | $308K | Sell |
3,441
-130
| -4% | -$11.7K | 0.02% | 271 |
|
|
2024
Q1 | $286K | Buy |
3,571
+30
| +0.8% | +$2.41K | 0.02% | 287 |
|
|
2023
Q4 | $248K | Sell |
3,541
-164
| -4% | -$11.5K | 0.02% | 293 |
|
|
2023
Q3 | $220K | Buy |
3,705
+2
| +0.1% | +$119 | 0.02% | 298 |
|
|
2023
Q2 | $210K | Buy |
+3,703
| New | +$210K | 0.02% | 319 |
|
|
2022
Q2 | – | Sell |
-5,678
| Closed | -$315K | – | 336 |
|
|
2022
Q1 | $315K | Buy |
5,678
+3,683
| +185% | +$204K | 0.02% | 273 |
|
|
2021
Q4 | $296K | Sell |
1,995
-3,971
| -67% | -$589K | 0.02% | 277 |
|
|
2021
Q3 | $259K | Sell |
5,966
-399
| -6% | -$17.3K | 0.02% | 296 |
|
|
2021
Q2 | $269K | Sell |
6,365
-439
| -6% | -$18.6K | 0.02% | 309 |
|
|
2021
Q1 | $252K | Sell |
6,804
-200
| -3% | -$7.41K | 0.02% | 302 |
|
|
2020
Q4 | $206K | Buy |
+7,004
| New | +$206K | 0.02% | 319 |
|
|
2020
Q1 | – | Sell |
-8,738
| Closed | -$278K | – | 260 |
|
|
2019
Q4 | $278K | Buy |
+8,738
| New | +$278K | 0.03% | 235 |
|