Berger Financial Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,837
| Closed | -$218K | – | 422 |
|
|
2024
Q3 | $218K | Buy |
+1,837
| New | +$218K | 0.02% | 368 |
|
|
2023
Q1 | – | Sell |
-104,120
| Closed | -$5.19M | – | 278 |
|
|
2022
Q4 | $5.19M | Buy |
104,120
+1,918
| +2% | +$95.6K | 0.68% | 43 |
|
|
2022
Q3 | $4.49M | Buy |
102,202
+1,361
| +1% | +$59.8K | 0.66% | 38 |
|
|
2022
Q2 | $4.91M | Sell |
100,841
-1,514
| -1% | -$73.7K | 0.72% | 36 |
|
|
2022
Q1 | $5.67M | Sell |
102,355
-22,880
| -18% | -$1.27M | 0.72% | 28 |
|
|
2021
Q4 | $6.55M | Buy |
125,235
+691
| +0.6% | +$36.2K | 0.87% | 29 |
|
|
2021
Q3 | $5.41M | Sell |
124,544
-2,919
| -2% | -$127K | 0.98% | 27 |
|
|
2021
Q2 | $5.39M | Sell |
127,463
-1,609
| -1% | -$68.1K | 0.98% | 26 |
|
|
2021
Q1 | $4.78M | Buy |
+129,072
| New | +$4.78M | 1.04% | 24 |
|