Capital Investment Advisory Services’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 | $932K | Buy |
9,088
+5
| +0.1% | +$513 | 0.08% | 235 |
|
|
2025
Q1 | $781K | Buy |
9,083
+800
| +10% | +$68.8K | 0.07% | 246 |
|
|
2024
Q4 | $871K | Sell |
8,283
-172
| -2% | -$18.1K | 0.08% | 207 |
|
|
2024
Q3 | $1M | Sell |
8,455
-2,787
| -25% | -$331K | 0.1% | 203 |
|
|
2024
Q2 | $1.01M | Buy |
11,242
+87
| +0.8% | +$7.8K | 0.1% | 192 |
|
|
2024
Q1 | $895K | Sell |
11,155
-41
| -0.4% | -$3.29K | 0.1% | 206 |
|
|
2023
Q4 | $783K | Sell |
11,196
-4,179
| -27% | -$292K | 0.07% | 217 |
|
|
2023
Q3 | $914K | Buy |
15,375
+38
| +0.2% | +$2.26K | 0.09% | 190 |
|
|
2023
Q2 | $871K | Buy |
15,337
+426
| +3% | +$24.2K | 0.09% | 193 |
|
|
2023
Q1 | $789K | Sell |
14,911
-680
| -4% | -$36K | 0.09% | 195 |
|
|
2022
Q4 | $777K | Buy |
15,591
+177
| +1% | +$8.82K | 0.09% | 198 |
|
|
2022
Q3 | $678K | Sell |
15,414
-1,126
| -7% | -$49.5K | 0.09% | 199 |
|
|
2022
Q2 | $805K | Sell |
16,540
-9,473
| -36% | -$461K | 0.1% | 181 |
|
|
2022
Q1 | $1.44M | Sell |
26,013
-965
| -4% | -$53.5K | 0.16% | 132 |
|
|
2021
Q4 | $1.41M | Buy |
26,978
+1,655
| +7% | +$86.6K | 0.17% | 131 |
|
|
2021
Q3 | $1.1M | Sell |
25,323
-2,058
| -8% | -$89.4K | 0.14% | 146 |
|
|
2021
Q2 | $1.16M | Sell |
27,381
-981
| -3% | -$41.5K | 0.15% | 136 |
|
|
2021
Q1 | $1.05M | Sell |
28,362
-982
| -3% | -$36.4K | 0.15% | 140 |
|
|
2020
Q4 | $865K | Sell |
29,344
-957
| -3% | -$28.2K | 0.13% | 165 |
|
|
2020
Q3 | $812K | Buy |
30,301
+942
| +3% | +$25.2K | 0.15% | 138 |
|
|
2020
Q2 | $766K | Buy |
29,359
+845
| +3% | +$22K | 0.16% | 129 |
|
|
2020
Q1 | $679K | Buy |
28,514
+2,562
| +10% | +$61K | 0.17% | 123 |
|
|
2019
Q4 | $827K | Buy |
25,952
+3,411
| +15% | +$109K | 0.22% | 97 |
|
|
2019
Q3 | $730K | Buy |
22,541
+2,995
| +15% | +$97K | 0.2% | 100 |
|
|
2019
Q2 | $587K | Buy |
19,546
+4,131
| +27% | +$124K | 0.18% | 118 |
|
|
2019
Q1 | $547K | Buy |
15,415
+1,011
| +7% | +$35.9K | 0.2% | 99 |
|
|
2018
Q4 | $467K | Buy |
14,404
+1,440
| +11% | +$46.7K | 0.2% | 99 |
|
|
2018
Q3 | $448K | Buy |
12,964
+1,898
| +17% | +$65.6K | 0.21% | 116 |
|
|
2018
Q2 | $387K | Buy |
11,066
+199
| +2% | +$6.96K | 0.19% | 138 |
|
|
2018
Q1 | $357K | Buy |
10,867
+990
| +10% | +$32.5K | 0.2% | 125 |
|
|
2017
Q4 | $373K | Buy |
9,877
+1,003
| +11% | +$37.9K | 0.22% | 117 |
|
|
2017
Q3 | $345K | Buy |
8,874
+1,992
| +29% | +$77.4K | 0.21% | 115 |
|
|
2017
Q2 | $236K | Buy |
+6,882
| New | +$236K | 0.16% | 145 |
|