CCA
Checchi Capital Advisers’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $859K | Sell |
8,376
-493
| -6% | -$50.6K | 0.05% | 231 |
|
|
2025
Q1 | $763K | Buy |
8,869
+835
| +10% | +$71.8K | 0.04% | 253 |
|
|
2024
Q4 | $844K | Sell |
8,034
-310
| -4% | -$32.6K | 0.05% | 216 |
|
|
2024
Q3 | $991K | Sell |
8,344
-504
| -6% | -$59.9K | 0.06% | 198 |
|
|
2024
Q2 | $793K | Sell |
8,848
-249
| -3% | -$22.3K | 0.04% | 215 |
|
|
2024
Q1 | $730K | Buy |
9,097
+146
| +2% | +$11.7K | 0.06% | 244 |
|
|
2023
Q4 | $626K | Buy |
8,951
+1,979
| +28% | +$138K | 0.05% | 258 |
|
|
2023
Q3 | $414K | Sell |
6,972
-573
| -8% | -$34.1K | 0.04% | 330 |
|
|
2023
Q2 | $429K | Buy |
7,545
+314
| +4% | +$17.8K | 0.04% | 326 |
|
|
2023
Q1 | $383K | Buy |
7,231
+1,131
| +19% | +$59.8K | 0.04% | 353 |
|
|
2022
Q4 | $304K | Buy |
6,100
+1,000
| +20% | +$49.8K | 0.03% | 394 |
|
|
2022
Q3 | $224K | Sell |
5,100
-45
| -0.9% | -$1.98K | 0.02% | 475 |
|
|
2022
Q2 | $249K | Buy |
5,145
+932
| +22% | +$45.1K | 0.02% | 479 |
|
|
2022
Q1 | $233K | Buy |
4,213
+382
| +10% | +$21.1K | 0.02% | 477 |
|
|
2021
Q4 | $200K | Buy |
+3,831
| New | +$200K | 0.02% | 505 |
|
|
2016
Q3 | – | Sell |
-3,965
| Closed | -$158K | – | 785 |
|
|
2016
Q2 | $158K | Sell |
3,965
-1,038
| -21% | -$41.4K | 0.02% | 401 |
|
|
2016
Q1 | $170K | Buy |
+5,003
| New | +$170K | 0.04% | 388 |
|