Commonwealth Equity Services’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
$20.9M Sell
203,788
-5,564
-3% -$571K 0.03% 570
2025
Q1
$18M Sell
209,352
-15,711
-7% -$1.35M 0.03% 602
2024
Q4
$23.7M Buy
225,063
+2,361
+1% +$248K 0.03% 472
2024
Q3
$26.5M Sell
222,702
-7,834
-3% -$931K 0.04% 432
2024
Q2
$20.7M Buy
230,536
+17,362
+8% +$1.56M 0.03% 489
2024
Q1
$17.1M Buy
213,174
+12,029
+6% +$965K 0.03% 551
2023
Q4
$14.1M Buy
201,145
+2,843
+1% +$199K 0.03% 581
2023
Q3
$11.8M Buy
198,302
+10,063
+5% +$598K 0.02% 613
2023
Q2
$10.7M Sell
188,239
-3,474
-2% -$197K 0.02% 656
2023
Q1
$10.1K Buy
191,713
+5,191
+3% +$275 0.02% 662
2022
Q4
$9.3M Buy
186,522
+2,107
+1% +$105K 0.02% 655
2022
Q3
$8.11M Buy
184,415
+4,085
+2% +$180K 0.02% 663
2022
Q2
$8.78M Sell
180,330
-3,853
-2% -$188K 0.02% 633
2022
Q1
$10.2M Sell
184,183
-26,705
-13% -$1.48M 0.02% 615
2021
Q4
$11M Sell
210,888
-26,109
-11% -$1.37M 0.02% 567
2021
Q3
$10.3M Buy
236,997
+43,777
+23% +$1.9M 0.03% 567
2021
Q2
$8.18M Buy
193,220
+29,048
+18% +$1.23M 0.02% 633
2021
Q1
$6.08M Sell
164,172
-17,530
-10% -$649K 0.02% 691
2020
Q4
$5.36M Buy
181,702
+8,750
+5% +$258K 0.02% 695
2020
Q3
$4.63M Buy
172,952
+3,391
+2% +$90.8K 0.02% 676
2020
Q2
$4.43M Buy
169,561
+2,760
+2% +$72K 0.02% 650
2020
Q1
$3.97M Sell
166,801
-19,000
-10% -$452K 0.02% 619
2019
Q4
$5.92M Buy
185,801
+37,904
+26% +$1.21M 0.02% 569
2019
Q3
$4.79M Buy
147,897
+36,168
+32% +$1.17M 0.02% 611
2019
Q2
$3.5M Buy
111,729
+26,584
+31% +$832K 0.02% 696
2019
Q1
$3.02M Buy
85,145
+6,709
+9% +$238K 0.01% 737
2018
Q4
$2.54M Buy
78,436
+14,190
+22% +$460K 0.01% 733
2018
Q3
$2.22M Buy
64,246
+7,425
+13% +$256K 0.01% 879
2018
Q2
$1.99M Buy
56,821
+8,848
+18% +$310K 0.01% 902
2018
Q1
$1.58M Buy
47,973
+12,384
+35% +$407K 0.01% 1009
2017
Q4
$1.34M Buy
35,589
+1,859
+6% +$70.2K 0.01% 1068
2017
Q3
$1.31M Sell
33,730
-8,723
-21% -$339K 0.01% 1042
2017
Q2
$1.46M Sell
42,453
-1,757
-4% -$60.4K 0.01% 950
2017
Q1
$1.58M Buy
44,210
+1,097
+3% +$39.1K 0.01% 875
2016
Q4
$1.4M Buy
43,113
+12,035
+39% +$391K 0.01% 882
2016
Q3
$1.17M Buy
31,078
+826
+3% +$31K 0.01% 926
2016
Q2
$1.21M Buy
30,252
+2,441
+9% +$97.2K 0.01% 888
2016
Q1
$943K Buy
27,811
+5,351
+24% +$181K 0.01% 972
2015
Q4
$607K Buy
22,460
+240
+1% +$6.49K 0.01% 1176
2015
Q3
$689K Buy
22,220
+325
+1% +$10.1K 0.01% 1078
2015
Q2
$679K Sell
21,895
-5,053
-19% -$157K 0.01% 1165
2015
Q1
$983K Buy
26,948
+2,814
+12% +$103K 0.01% 958
2014
Q4
$933K Buy
24,134
+9,488
+65% +$367K 0.01% 932
2014
Q3
$478K Sell
14,646
-274
-2% -$8.94K 0.01% 1280
2014
Q2
$489K Sell
14,920
-4
-0% -$131 0.01% 1257
2014
Q1
$380K Sell
14,924
-1,037
-6% -$26.4K 0.01% 1334
2013
Q4
$448K Sell
15,961
-812
-5% -$22.8K 0.01% 1194
2013
Q3
$419K Buy
16,773
+2,122
+14% +$53K 0.01% 1185
2013
Q2
$360K Buy
+14,651
New +$360K 0.01% 1199