Claro Advisors’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 | $1.67M | Sell |
16,305
-244
| -1% | -$25K | 0.28% | 79 |
|
|
2025
Q1 | $1.42M | Sell |
16,549
-49
| -0.3% | -$4.22K | 0.19% | 98 |
|
|
2024
Q4 | $1.74M | Sell |
16,598
-119
| -0.7% | -$12.5K | 0.24% | 80 |
|
|
2024
Q3 | $1.99M | Buy |
16,717
+103
| +0.6% | +$12.2K | 0.26% | 75 |
|
|
2024
Q2 | $1.49M | Sell |
16,614
-1,405
| -8% | -$126K | 0.23% | 87 |
|
|
2024
Q1 | $1.45M | Buy |
+18,019
| New | +$1.45M | 0.25% | 85 |
|
|
2019
Q1 | – | Sell |
-2,688
| Closed | -$93K | – | 538 |
|
|
2018
Q4 | $93K | Buy |
+2,688
| New | +$93K | 0.07% | 243 |
|