Bedel Financial Consulting’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 | $241K | Hold |
2,352
| – | – | 0.03% | 240 |
|
|
2025
Q1 | $228K | Buy |
2,352
+15
| +0.6% | +$1.45K | 0.03% | 240 |
|
|
2024
Q4 | $243K | Buy |
2,337
+20
| +0.9% | +$2.08K | 0.03% | 227 |
|
|
2024
Q3 | $275K | Buy |
2,317
+10
| +0.4% | +$1.19K | 0.04% | 209 |
|
|
2024
Q2 | $207K | Buy |
+2,307
| New | +$207K | 0.03% | 240 |
|
|
2022
Q2 | – | Sell |
-1,275
| Closed | -$71K | – | 523 |
|
|
2022
Q1 | $71K | Buy |
1,275
+6
| +0.5% | +$334 | 0.02% | 333 |
|
|
2021
Q4 | $66K | Buy |
1,269
+5
| +0.4% | +$260 | 0.02% | 344 |
|
|
2021
Q3 | $55K | Buy |
1,264
+6
| +0.5% | +$261 | 0.02% | 367 |
|
|
2021
Q2 | $53K | Buy |
1,258
+707
| +128% | +$29.8K | 0.02% | 364 |
|
|
2021
Q1 | $20K | Buy |
551
+8
| +1% | +$290 | 0.01% | 515 |
|
|
2020
Q4 | $16K | Buy |
543
+169
| +45% | +$4.98K | 0.01% | 477 |
|
|
2020
Q3 | $10K | Buy |
374
+8
| +2% | +$214 | 0.01% | 520 |
|
|
2020
Q2 | $10K | Buy |
366
+9
| +3% | +$246 | 0.01% | 489 |
|
|
2020
Q1 | $8K | Buy |
357
+7
| +2% | +$157 | 0.01% | 507 |
|
|
2019
Q4 | $11K | Buy |
+350
| New | +$11K | 0.01% | 488 |
|