Cardinal Point Capital Management’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 | $848K | Hold |
8,200
| – | – | 0.07% | 111 |
|
|
2025
Q1 | $714K | Sell |
8,200
-2,000
| -20% | -$174K | 0.07% | 98 |
|
|
2024
Q4 | $1.08M | Buy |
+10,200
| New | +$1.08M | 0.17% | 34 |
|
|
2023
Q2 | – | Sell |
-9,500
| Closed | -$509K | – | 75 |
|
|
2023
Q1 | $509K | Buy |
9,500
+1,700
| +22% | +$91K | 0.15% | 53 |
|
|
2022
Q4 | $394K | Buy |
+7,800
| New | +$394K | 0.14% | 47 |
|