Bell 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 | $14.1K | Buy |
137
+6
| +5% | +$615 | ﹤0.01% | 547 |
|
|
2025
Q1 | $11.3K | Hold |
131
| – | – | ﹤0.01% | 554 |
|
|
2024
Q4 | $13.8K | Hold |
131
| – | – | ﹤0.01% | 484 |
|
|
2024
Q3 | $15.6K | Buy |
131
+5
| +4% | +$594 | ﹤0.01% | 454 |
|
|
2024
Q2 | $11.3K | Hold |
126
| – | – | ﹤0.01% | 566 |
|
|
2024
Q1 | $10.1K | Buy |
126
+9
| +8% | +$722 | ﹤0.01% | 590 |
|
|
2023
Q4 | $8.19K | Sell |
117
-3
| -3% | -$210 | ﹤0.01% | 637 |
|
|
2023
Q3 | $7.13K | Sell |
120
-6
| -5% | -$357 | ﹤0.01% | 635 |
|
|
2023
Q2 | $7.16K | Buy |
126
+9
| +8% | +$511 | ﹤0.01% | 636 |
|
|
2023
Q1 | $6.19K | Sell |
117
-80
| -41% | -$4.23K | ﹤0.01% | 682 |
|
|
2022
Q4 | $9.82K | Buy |
197
+64
| +48% | +$3.19K | ﹤0.01% | 493 |
|
|
2022
Q3 | $6K | Sell |
133
-9
| -6% | -$406 | ﹤0.01% | 594 |
|
|
2022
Q2 | $7K | Buy |
+142
| New | +$7K | ﹤0.01% | 560 |
|
|
2021
Q4 | $13K | Buy |
240
+93
| +63% | +$5.04K | ﹤0.01% | 413 |
|
|
2021
Q3 | $6K | Buy |
+147
| New | +$6K | ﹤0.01% | 637 |
|