Clearstead 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 | $139K | Buy |
1,358
+424
| +45% | +$43.5K | ﹤0.01% | 970 |
|
|
2025
Q1 | $80.4K | Buy |
934
+4
| +0.4% | +$344 | ﹤0.01% | 1038 |
|
|
2024
Q4 | $97.7K | Sell |
930
-37
| -4% | -$3.89K | ﹤0.01% | 1034 |
|
|
2024
Q3 | $115K | Buy |
967
+15
| +2% | +$1.78K | ﹤0.01% | 995 |
|
|
2024
Q2 | $85.3K | Buy |
952
+112
| +13% | +$10K | ﹤0.01% | 1033 |
|
|
2024
Q1 | $65.8K | Sell |
840
-15
| -2% | -$1.18K | ﹤0.01% | 703 |
|
|
2023
Q4 | $59.8K | Sell |
855
-811
| -49% | -$56.8K | ﹤0.01% | 696 |
|
|
2023
Q3 | $99K | Buy |
1,666
+833
| +100% | +$49.5K | ﹤0.01% | 731 |
|
|
2023
Q2 | $47.3K | Sell |
833
-9
| -1% | -$511 | ﹤0.01% | 733 |
|
|
2023
Q1 | $44.6K | Sell |
842
-14,991
| -95% | -$793K | ﹤0.01% | 684 |
|
|
2022
Q4 | $789K | Hold |
15,833
| – | – | 0.06% | 193 |
|
|
2022
Q3 | $696K | Sell |
15,833
-78
| -0.5% | -$3.43K | 0.06% | 187 |
|
|
2022
Q2 | $775K | Buy |
15,911
+15,078
| +1,810% | +$734K | 0.06% | 195 |
|
|
2022
Q1 | $46K | Hold |
833
| – | – | ﹤0.01% | 696 |
|
|
2021
Q4 | $44K | Buy |
833
+226
| +37% | +$11.9K | ﹤0.01% | 673 |
|
|
2021
Q3 | $26K | Hold |
607
| – | – | ﹤0.01% | 729 |
|
|
2021
Q2 | $26K | Buy |
607
+511
| +532% | +$21.9K | ﹤0.01% | 660 |
|
|
2021
Q1 | $4K | Buy |
+96
| New | +$4K | ﹤0.01% | 889 |
|
|
2020
Q4 | – | Sell |
-1,000
| Closed | -$27K | – | 1000 |
|
|
2020
Q3 | $27K | Buy |
+1,000
| New | +$27K | ﹤0.01% | 552 |
|