Chicago Partners Investment Group’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 | $522K | Buy |
5,252
+1,537
| +41% | +$153K | 0.02% | 583 |
|
|
2025
Q1 | $361K | Buy |
3,715
+319
| +9% | +$31K | 0.01% | 625 |
|
|
2024
Q4 | $349K | Sell |
3,396
-82
| -2% | -$8.43K | 0.01% | 605 |
|
|
2024
Q3 | $437K | Buy |
3,478
+191
| +6% | +$24K | 0.02% | 523 |
|
|
2024
Q2 | $333K | Buy |
+3,287
| New | +$333K | 0.01% | 565 |
|
|
2018
Q1 | – | Sell |
-500
| Closed | -$19K | – | 936 |
|
|
2017
Q4 | $19K | Buy |
+500
| New | +$19K | ﹤0.01% | 629 |
|