Brinker Capital Investments’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 | $817K | Sell |
7,966
-691
| -8% | -$70.9K | 0.01% | 1302 |
|
|
2025
Q1 | $745K | Sell |
8,657
-263
| -3% | -$22.6K | 0.01% | 1220 |
|
|
2024
Q4 | $938K | Buy |
8,920
+957
| +12% | +$101K | 0.01% | 1088 |
|
|
2024
Q3 | $946K | Buy |
7,963
+2,021
| +34% | +$240K | 0.01% | 1067 |
|
|
2024
Q2 | $533K | Sell |
5,942
-539
| -8% | -$48.3K | 0.01% | 1252 |
|
|
2024
Q1 | $520K | Buy |
6,481
+2,256
| +53% | +$181K | 0.01% | 1245 |
|
|
2023
Q4 | $288K | Sell |
4,225
-118
| -3% | -$8.03K | ﹤0.01% | 1422 |
|
|
2023
Q3 | $258K | Sell |
4,343
-108
| -2% | -$6.42K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $253K | Sell |
4,451
-9
| -0.2% | -$511 | ﹤0.01% | 1470 |
|
|
2023
Q1 | $236K | Sell |
4,460
-55
| -1% | -$2.91K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $225K | Buy |
+4,515
| New | +$225K | ﹤0.01% | 1259 |
|
|
2022
Q3 | – | Sell |
-4,289
| Closed | -$209K | – | 1356 |
|
|
2022
Q2 | $209K | Buy |
4,289
+38
| +0.9% | +$1.85K | ﹤0.01% | 1292 |
|
|
2022
Q1 | $236K | Buy |
4,251
+218
| +5% | +$12.1K | ﹤0.01% | 1301 |
|
|
2021
Q4 | $211K | Buy |
+4,033
| New | +$211K | ﹤0.01% | 1343 |
|