Bogart Wealth LLC’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 | $401K | Hold |
3,907
| – | – | 0.02% | 173 |
|
|
2025
Q1 | $336K | Sell |
3,907
-64
| -2% | -$5.51K | 0.02% | 183 |
|
|
2024
Q4 | $417K | Sell |
3,971
-112
| -3% | -$11.8K | 0.02% | 165 |
|
|
2024
Q3 | $485K | Sell |
4,083
-75
| -2% | -$8.91K | 0.02% | 153 |
|
|
2024
Q2 | $373K | Buy |
4,158
+19
| +0.5% | +$1.7K | 0.02% | 163 |
|
|
2024
Q1 | $332K | Buy |
4,139
+30
| +0.7% | +$2.41K | 0.02% | 166 |
|
|
2023
Q4 | $288K | Hold |
4,109
| – | – | 0.02% | 181 |
|
|
2023
Q3 | $244K | Buy |
4,109
+33
| +0.8% | +$1.96K | 0.02% | 183 |
|
|
2023
Q2 | $232K | Buy |
4,076
+30
| +0.7% | +$1.71K | 0.01% | 184 |
|
|
2023
Q1 | $214K | Hold |
4,046
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $202K | Hold |
4,046
| – | – | 0.01% | 180 |
|
|
2022
Q3 | $178K | Buy |
4,046
+1,118
| +38% | +$49.2K | 0.01% | 176 |
|
|
2022
Q2 | $143K | Hold |
2,928
| – | – | 0.01% | 183 |
|
|
2022
Q1 | $162K | Buy |
2,928
+1,004
| +52% | +$55.5K | 0.01% | 172 |
|
|
2021
Q4 | $101K | Buy |
1,924
+200
| +12% | +$10.5K | 0.01% | 200 |
|
|
2021
Q3 | $75K | Buy |
1,724
+867
| +101% | +$37.7K | 0.01% | 216 |
|
|
2021
Q2 | $36K | Buy |
+857
| New | +$36K | ﹤0.01% | 268 |
|