Cary Street Partners Investment Advisory’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 | $33.5K | Buy |
327
+48
| +17% | +$4.92K | 0.02% | 442 |
|
|
2025
Q1 | $24K | Buy |
279
+18
| +7% | +$1.55K | 0.01% | 428 |
|
|
2024
Q4 | $27.4K | Sell |
261
-12,480
| -98% | -$1.31M | 0.02% | 386 |
|
|
2024
Q3 | $1.51M | Sell |
12,741
-474
| -4% | -$56.3K | 0.06% | 306 |
|
|
2024
Q2 | $1.18M | Sell |
13,215
-2,319
| -15% | -$208K | 0.05% | 321 |
|
|
2024
Q1 | $1.25M | Buy |
15,534
+88
| +0.6% | +$7.06K | 0.05% | 314 |
|
|
2023
Q4 | $1.08M | Buy |
15,446
+732
| +5% | +$51.2K | 0.05% | 304 |
|
|
2023
Q3 | $875K | Buy |
14,714
+1,289
| +10% | +$76.6K | 0.05% | 321 |
|
|
2023
Q2 | $763K | Buy |
13,425
+1,099
| +9% | +$62.4K | 0.05% | 305 |
|
|
2023
Q1 | $652K | Buy |
12,326
+429
| +4% | +$22.7K | 0.05% | 299 |
|
|
2022
Q4 | $593K | Buy |
11,897
+172
| +1% | +$8.57K | 0.04% | 309 |
|
|
2022
Q3 | $516K | Buy |
11,725
+1,538
| +15% | +$67.7K | 0.04% | 307 |
|
|
2022
Q2 | $496K | Buy |
+10,187
| New | +$496K | 0.04% | 301 |
|
|
2020
Q4 | – | Sell |
-4,800
| Closed | -$129K | – | 606 |
|
|
2020
Q3 | $129K | Buy |
+4,800
| New | +$129K | 0.03% | 331 |
|