Burney Company’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
$6.85M Sell
66,809
-85,339
-56% -$8.75M 0.23% 99
2025
Q1
$13.1M Sell
152,148
-2,127
-1% -$183K 0.48% 54
2024
Q4
$16.2M Buy
154,275
+406
+0.3% +$42.7K 0.57% 40
2024
Q3
$18.3M Sell
153,869
-60
-0% -$7.13K 0.65% 35
2024
Q2
$13.8M Sell
153,929
-12,973
-8% -$1.16M 0.53% 43
2024
Q1
$13.4M Buy
166,902
+72,777
+77% +$5.84M 0.51% 45
2023
Q4
$6.59M Buy
94,125
+36,795
+64% +$2.57M 0.28% 92
2023
Q3
$3.41M Sell
57,330
-306
-0.5% -$18.2K 0.16% 159
2023
Q2
$3.27M Sell
57,636
-16,730
-22% -$951K 0.15% 167
2023
Q1
$3.93M Sell
74,366
-2,434
-3% -$129K 0.19% 145
2022
Q4
$3.83M Sell
76,800
-19,834
-21% -$989K 0.19% 143
2022
Q3
$4.25M Buy
96,634
+56
+0.1% +$2.46K 0.23% 124
2022
Q2
$4.7M Buy
96,578
+2,101
+2% +$102K 0.25% 118
2022
Q1
$5.24M Buy
94,477
+5,519
+6% +$306K 0.24% 119
2021
Q4
$4.66M Buy
88,958
+5,646
+7% +$295K 0.2% 141
2021
Q3
$3.62M Buy
83,312
+12,867
+18% +$559K 0.17% 157
2021
Q2
$2.98M Buy
70,445
+19,876
+39% +$841K 0.14% 181
2021
Q1
$1.87M Buy
50,569
+33,461
+196% +$1.24M 0.09% 234
2020
Q4
$504K Buy
+17,108
New +$504K 0.03% 376