Benjamin F. Edwards & Company’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $2.11M | Sell |
23,553
-682
| -3% | -$61.1K | 0.04% | 364 |
|
|
2024
Q1 | $1.94M | Sell |
24,235
-1,788
| -7% | -$143K | 0.04% | 367 |
|
|
2023
Q4 | $1.82M | Buy |
26,023
+7,144
| +38% | +$500K | 0.04% | 363 |
|
|
2023
Q3 | $1.12M | Buy |
18,879
+810
| +4% | +$48.1K | 0.04% | 350 |
|
|
2023
Q2 | $1.03M | Buy |
18,069
+1,310
| +8% | +$74.5K | 0.04% | 364 |
|
|
2023
Q1 | $887K | Buy |
16,759
+12,682
| +311% | +$671K | 0.04% | 360 |
|
|
2022
Q4 | $203K | Sell |
4,077
-63
| -2% | -$3.14K | 0.01% | 720 |
|
|
2022
Q3 | $182K | Buy |
4,140
+146
| +4% | +$6.42K | 0.01% | 698 |
|
|
2022
Q2 | $194K | Buy |
3,994
+134
| +3% | +$6.51K | 0.01% | 684 |
|
|
2022
Q1 | $214K | Buy |
3,860
+18
| +0.5% | +$998 | 0.01% | 669 |
|
|
2021
Q4 | $201K | Buy |
3,842
+80
| +2% | +$4.19K | 0.01% | 688 |
|
|
2021
Q3 | $163K | Buy |
3,762
+649
| +21% | +$28.1K | 0.01% | 722 |
|
|
2021
Q2 | $132K | Hold |
3,113
| – | – | 0.01% | 771 |
|
|
2021
Q1 | $115K | Buy |
3,113
+20
| +0.6% | +$739 | 0.01% | 810 |
|
|
2020
Q4 | $91K | Hold |
3,093
| – | – | 0.01% | 811 |
|
|
2020
Q3 | $83K | Hold |
3,093
| – | – | 0.01% | 788 |
|
|
2020
Q2 | $81K | Sell |
3,093
-253
| -8% | -$6.63K | 0.01% | 788 |
|
|
2020
Q1 | $80K | Sell |
3,346
-225
| -6% | -$5.38K | 0.01% | 749 |
|
|
2019
Q4 | $114K | Sell |
3,571
-745
| -17% | -$23.8K | 0.01% | 755 |
|
|
2019
Q3 | $140K | Sell |
4,316
-1,256
| -23% | -$40.7K | 0.01% | 657 |
|
|
2019
Q2 | $174K | Sell |
5,572
-2,748
| -33% | -$85.8K | 0.01% | 564 |
|
|
2019
Q1 | $295K | Sell |
8,320
-2,836
| -25% | -$101K | 0.03% | 435 |
|
|
2018
Q4 | $362K | Sell |
11,156
-77
| -0.7% | -$2.5K | 0.04% | 360 |
|
|
2018
Q3 | $388K | Buy |
11,233
+3,543
| +46% | +$122K | 0.04% | 377 |
|
|
2018
Q2 | $269K | Sell |
7,690
-6,651
| -46% | -$233K | 0.03% | 445 |
|
|
2018
Q1 | $471K | Buy |
14,341
+8,327
| +138% | +$273K | 0.05% | 331 |
|
|
2017
Q4 | $227K | Sell |
6,014
-933
| -13% | -$35.2K | 0.02% | 458 |
|
|
2017
Q3 | $270K | Buy |
6,947
+2
| +0% | +$78 | 0.03% | 387 |
|
|
2017
Q2 | $239K | Buy |
6,945
+1,636
| +31% | +$56.3K | 0.03% | 398 |
|
|
2017
Q1 | $189K | Buy |
5,309
+550
| +12% | +$19.6K | 0.03% | 414 |
|
|
2016
Q4 | $155K | Buy |
4,759
+1,202
| +34% | +$39.1K | 0.03% | 416 |
|
|
2016
Q3 | $133K | Buy |
3,557
+2
| +0.1% | +$75 | 0.02% | 393 |
|
|
2016
Q2 | $142K | Buy |
3,555
+351
| +11% | +$14K | 0.03% | 355 |
|
|
2016
Q1 | $109K | Buy |
3,204
+2
| +0.1% | +$68 | 0.02% | 383 |
|
|
2015
Q4 | $86K | Buy |
3,202
+2
| +0.1% | +$54 | 0.02% | 428 |
|
|
2015
Q3 | $99K | Buy |
3,200
+1
| +0% | +$31 | 0.02% | 411 |
|
|
2015
Q2 | $99K | Buy |
3,199
+3,095
| +2,976% | +$95.8K | 0.02% | 463 |
|
|
2015
Q1 | $4K | Buy |
104
+1
| +1% | +$38 | ﹤0.01% | 1018 |
|
|
2014
Q4 | $4K | Sell |
103
-22
| -18% | -$854 | ﹤0.01% | 914 |
|
|
2014
Q3 | $4K | Sell |
125
-9
| -7% | -$288 | ﹤0.01% | 881 |
|
|
2014
Q2 | $4K | Buy |
134
+2
| +2% | +$60 | ﹤0.01% | 838 |
|
|
2014
Q1 | $3K | Buy |
132
+1
| +0.8% | +$23 | ﹤0.01% | 819 |
|
|
2013
Q4 | $4K | Sell |
131
-120
| -48% | -$3.66K | ﹤0.01% | 762 |
|
|
2013
Q3 | $6K | Buy |
251
+1
| +0.4% | +$24 | ﹤0.01% | 678 |
|
|
2013
Q2 | $6K | Buy |
+250
| New | +$6K | ﹤0.01% | 647 |
|