Cerity Partners’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 | $3.62M | Buy |
35,292
+1,222
| +4% | +$125K | 0.01% | 957 |
|
|
2025
Q1 | $2.93M | Buy |
34,070
+1,234
| +4% | +$106K | 0.01% | 949 |
|
|
2024
Q4 | $3.62M | Buy |
32,836
+3,474
| +12% | +$383K | 0.01% | 841 |
|
|
2024
Q3 | $3.49M | Buy |
29,362
+9,442
| +47% | +$1.12M | 0.01% | 854 |
|
|
2024
Q2 | $1.79M | Sell |
19,920
-2,473
| -11% | -$222K | ﹤0.01% | 955 |
|
|
2024
Q1 | $1.8M | Buy |
22,393
+11,870
| +113% | +$953K | ﹤0.01% | 1018 |
|
|
2023
Q4 | $737K | Buy |
+10,523
| New | +$737K | ﹤0.01% | 1102 |
|
|
2023
Q3 | – | Sell |
-11,443
| Closed | -$650K | – | 1544 |
|
|
2023
Q2 | $650K | Sell |
11,443
-191
| -2% | -$10.9K | ﹤0.01% | 1076 |
|
|
2023
Q1 | $617K | Buy |
11,634
+1,742
| +18% | +$92.3K | ﹤0.01% | 1189 |
|
|
2022
Q4 | $493K | Sell |
9,892
-937
| -9% | -$46.7K | ﹤0.01% | 959 |
|
|
2022
Q3 | $477K | Sell |
10,829
-1,092
| -9% | -$48.1K | 0.01% | 730 |
|
|
2022
Q2 | $581K | Sell |
11,921
-7,173
| -38% | -$350K | 0.01% | 697 |
|
|
2022
Q1 | $1.06M | Sell |
19,094
-9,091
| -32% | -$504K | 0.02% | 436 |
|
|
2021
Q4 | $1.47M | Buy |
28,185
+1,793
| +7% | +$93.7K | 0.02% | 368 |
|
|
2021
Q3 | $1.15M | Buy |
26,392
+11
| +0% | +$478 | 0.03% | 342 |
|
|
2021
Q2 | $1.12M | Sell |
26,381
-4,025
| -13% | -$170K | 0.02% | 348 |
|
|
2021
Q1 | $1.13M | Sell |
30,406
-17,866
| -37% | -$661K | 0.03% | 335 |
|
|
2020
Q4 | $1.42M | Buy |
48,272
+3,771
| +8% | +$111K | 0.05% | 257 |
|
|
2020
Q3 | $1.19M | Buy |
44,501
+1,848
| +4% | +$49.5K | 0.05% | 224 |
|
|
2020
Q2 | $1.11M | Buy |
42,653
+2,232
| +6% | +$58.2K | 0.06% | 194 |
|
|
2020
Q1 | $962K | Buy |
40,421
+4,343
| +12% | +$103K | 0.06% | 214 |
|
|
2019
Q4 | $1.15M | Buy |
+36,078
| New | +$1.15M | 0.06% | 226 |
|