CAPTRUST Financial Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $78.9M | Sell |
769,181
-34,442
| -4% | -$3.53M | 0.18% | 107 |
|
|
2025
Q1 | $69.1M | Buy |
803,623
+7,306
| +0.9% | +$629K | 0.17% | 120 |
|
|
2024
Q4 | $83.7M | Sell |
796,317
-155,235
| -16% | -$16.3M | 0.24% | 88 |
|
|
2024
Q3 | $113M | Buy |
951,552
+47,327
| +5% | +$5.62M | 0.34% | 64 |
|
|
2024
Q2 | $81M | Buy |
904,225
+47,280
| +6% | +$4.24M | 0.26% | 82 |
|
|
2024
Q1 | $68.7M | Buy |
856,945
+31,876
| +4% | +$2.56M | 0.25% | 90 |
|
|
2023
Q4 | $57.7M | Buy |
825,069
+57,392
| +7% | +$4.02M | 0.2% | 106 |
|
|
2023
Q3 | $45.6M | Buy |
767,677
+483,757
| +170% | +$28.8M | 0.17% | 117 |
|
|
2023
Q2 | $16.1M | Sell |
283,920
-2,049
| -0.7% | -$116K | 0.06% | 231 |
|
|
2023
Q1 | $15.1M | Buy |
285,969
+11,158
| +4% | +$590K | 0.07% | 220 |
|
|
2022
Q4 | $13.7M | Buy |
274,811
+11,098
| +4% | +$553K | 0.07% | 228 |
|
|
2022
Q3 | $11.6M | Buy |
+263,713
| New | +$11.6M | 0.07% | 230 |
|
|
2020
Q1 | – | Sell |
-14,344
| Closed | -$457K | – | 1404 |
|
|
2019
Q4 | $457K | Buy |
+14,344
| New | +$457K | 0.01% | 709 |
|