Capital Analysts 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
Q1 | – | Sell |
-300
| Closed | -$32K | – | 1407 |
|
|
2024
Q4 | $32K | Hold |
300
| – | – | ﹤0.01% | 838 |
|
|
2024
Q3 | $36K | Buy |
+300
| New | +$36K | ﹤0.01% | 790 |
|
|
2023
Q4 | – | Sell |
-318
| Closed | -$19K | – | 1168 |
|
|
2023
Q3 | $19K | Buy |
318
+2
| +0.6% | +$119 | ﹤0.01% | 774 |
|
|
2023
Q2 | $18K | Buy |
+316
| New | +$18K | ﹤0.01% | 740 |
|
|
2020
Q4 | – | Sell |
-150
| Closed | -$4K | – | 771 |
|
|
2020
Q3 | $4K | Buy |
+150
| New | +$4K | ﹤0.01% | 669 |
|
|
2018
Q1 | – | Sell |
-1,608
| Closed | -$61K | – | 566 |
|
|
2017
Q4 | $61K | Buy |
1,608
+17
| +1% | +$645 | 0.01% | 298 |
|
|
2017
Q3 | $62K | Sell |
1,591
-589
| -27% | -$23K | 0.01% | 287 |
|
|
2017
Q2 | $74.9K | Buy |
2,180
+111
| +5% | +$3.81K | 0.01% | 272 |
|
|
2017
Q1 | $73.8K | Sell |
2,069
-189
| -8% | -$6.75K | 0.01% | 236 |
|
|
2016
Q4 | $73K | Buy |
2,258
+30
| +1% | +$970 | 0.01% | 242 |
|
|
2016
Q3 | $83.6K | Buy |
2,228
+142
| +7% | +$5.33K | 0.02% | 223 |
|
|
2016
Q2 | $83.1K | Buy |
2,086
+21
| +1% | +$837 | 0.02% | 221 |
|
|
2016
Q1 | $70.1K | Buy |
2,065
+24
| +1% | +$814 | 0.01% | 243 |
|
|
2015
Q4 | $55.1K | Buy |
2,041
+495
| +32% | +$13.4K | 0.01% | 262 |
|
|
2015
Q3 | $48K | Buy |
1,546
+91
| +6% | +$2.82K | 0.01% | 283 |
|
|
2015
Q2 | $45.1K | Buy |
1,455
+13
| +0.9% | +$403 | 0.01% | 293 |
|
|
2015
Q1 | $52.6K | Buy |
+1,442
| New | +$52.6K | 0.01% | 274 |
|