CIBC Private Wealth Group’s Iron Mountain IRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $75.2M | Sell |
733,249
-3,606
| -0.5% | -$370K | 0.13% | 155 |
|
2025
Q1 | $56.7M | Sell |
736,855
-279,321
| -27% | -$21.5M | 0.12% | 157 |
|
2024
Q4 | $105M | Sell |
1,016,176
-8,767
| -0.9% | -$902K | 0.19% | 115 |
|
2024
Q3 | $122M | Sell |
1,024,943
-24,273
| -2% | -$2.88M | 0.22% | 110 |
|
2024
Q2 | $97.4M | Sell |
1,049,216
-7,591
| -0.7% | -$705K | 0.18% | 123 |
|
2024
Q1 | $84.1M | Sell |
1,056,807
-21,794
| -2% | -$1.73M | 0.16% | 130 |
|
2023
Q4 | $75.5M | Sell |
1,078,601
-22,278
| -2% | -$1.56M | 0.16% | 131 |
|
2023
Q3 | $65.4M | Sell |
1,100,879
-153,184
| -12% | -$9.11M | 0.15% | 128 |
|
2023
Q2 | $71.3M | Buy |
1,254,063
+63,315
| +5% | +$3.6M | 0.16% | 132 |
|
2023
Q1 | $79.4M | Buy |
1,190,748
+2,726
| +0.2% | +$182K | 0.18% | 129 |
|
2022
Q4 | $10.2M | Sell |
1,188,022
-43,042
| -3% | -$368K | 0.03% | 263 |
|
2022
Q3 | $54.1M | Buy |
1,231,064
+20,336
| +2% | +$894K | 0.15% | 141 |
|
2022
Q2 | $59M | Buy |
1,210,728
+475,137
| +65% | +$23.1M | 0.15% | 136 |
|
2022
Q1 | $40.8M | Buy |
735,591
+675,695
| +1,128% | +$37.4M | 0.09% | 163 |
|
2021
Q4 | $3.13M | Buy |
59,896
+40,364
| +207% | +$2.11M | 0.01% | 455 |
|
2021
Q3 | $849K | Sell |
19,532
-5,676
| -23% | -$247K | ﹤0.01% | 651 |
|
2021
Q2 | $1.07M | Sell |
25,208
-369
| -1% | -$15.6K | ﹤0.01% | 649 |
|
2021
Q1 | $947K | Sell |
25,577
-154
| -0.6% | -$5.7K | ﹤0.01% | 679 |
|
2020
Q4 | $759K | Sell |
25,731
-18,338
| -42% | -$541K | ﹤0.01% | 686 |
|
2020
Q3 | $1.16M | Buy |
+44,069
| New | +$1.16M | ﹤0.01% | 535 |
|
2020
Q2 | – | Sell |
-42,524
| Closed | -$1.01M | – | 696 |
|
2020
Q1 | $1.01M | Buy |
42,524
+28,623
| +206% | +$681K | ﹤0.01% | 508 |
|
2019
Q4 | $443K | Buy |
13,901
+1,550
| +13% | +$49.4K | ﹤0.01% | 724 |
|
2019
Q3 | $400K | Hold |
12,351
| – | – | ﹤0.01% | 727 |
|
2019
Q2 | $387K | Buy |
12,351
+143
| +1% | +$4.48K | ﹤0.01% | 765 |
|
2019
Q1 | $433K | Buy |
12,208
+107
| +0.9% | +$3.8K | ﹤0.01% | 752 |
|
2018
Q4 | $392K | Sell |
12,101
-37
| -0.3% | -$1.2K | ﹤0.01% | 729 |
|
2018
Q3 | $419K | Buy |
12,138
+37
| +0.3% | +$1.28K | ﹤0.01% | 816 |
|
2018
Q2 | $424K | Hold |
12,101
| – | – | ﹤0.01% | 807 |
|
2018
Q1 | $398K | Buy |
12,101
+841
| +7% | +$27.7K | ﹤0.01% | 821 |
|
2017
Q4 | $425K | Hold |
11,260
| – | – | ﹤0.01% | 813 |
|
2017
Q3 | $438K | Buy |
+11,260
| New | +$438K | ﹤0.01% | 792 |
|