Capital Investment Advisors’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 | $2.4M | Sell |
23,379
-823
| -3% | -$84.4K | 0.04% | 205 |
|
|
2025
Q1 | $2.08M | Sell |
24,202
-1,593
| -6% | -$137K | 0.04% | 210 |
|
|
2024
Q4 | $2.71M | Sell |
25,795
-592
| -2% | -$62.2K | 0.06% | 182 |
|
|
2024
Q3 | $3.14M | Sell |
26,387
-644
| -2% | -$76.5K | 0.06% | 163 |
|
|
2024
Q2 | $2.42M | Buy |
27,031
+269
| +1% | +$24.1K | 0.05% | 182 |
|
|
2024
Q1 | $2.15M | Sell |
26,762
-1,011
| -4% | -$81.1K | 0.05% | 188 |
|
|
2023
Q4 | $1.94M | Buy |
27,773
+590
| +2% | +$41.3K | 0.05% | 190 |
|
|
2023
Q3 | $1.62M | Sell |
27,183
-2,375
| -8% | -$141K | 0.04% | 205 |
|
|
2023
Q2 | $1.68M | Sell |
29,558
-1,406
| -5% | -$79.9K | 0.05% | 183 |
|
|
2023
Q1 | $1.64M | Buy |
30,964
+1,590
| +5% | +$84.1K | 0.05% | 187 |
|
|
2022
Q4 | $1.46M | Buy |
29,374
+1,606
| +6% | +$80K | 0.04% | 203 |
|
|
2022
Q3 | $1.22M | Buy |
27,768
+4,332
| +18% | +$190K | 0.04% | 225 |
|
|
2022
Q2 | $1.14M | Buy |
23,436
+3,416
| +17% | +$166K | 0.04% | 234 |
|
|
2022
Q1 | $1.11M | Buy |
20,020
+788
| +4% | +$43.7K | 0.03% | 252 |
|
|
2021
Q4 | $1.01M | Buy |
19,232
+1,131
| +6% | +$59.2K | 0.03% | 272 |
|
|
2021
Q3 | $786K | Buy |
18,101
+5,263
| +41% | +$229K | 0.03% | 305 |
|
|
2021
Q2 | $543K | Buy |
12,838
+6,049
| +89% | +$256K | 0.02% | 355 |
|
|
2021
Q1 | $251K | Buy |
+6,789
| New | +$251K | 0.01% | 468 |
|
|
2017
Q2 | – | Sell |
-17,336
| Closed | -$618K | – | 467 |
|
|
2017
Q1 | $618K | Hold |
17,336
| – | – | 0.05% | 250 |
|
|
2016
Q4 | $563K | Buy |
+17,336
| New | +$563K | 0.05% | 254 |
|