Concourse Financial Group Securities’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-12,293
| Closed | -$1.35M | – | 4133 |
|
|
2024
Q4 | $1.35M | Sell |
12,293
-378
| -3% | -$41.6K | 0.08% | 252 |
|
|
2024
Q3 | $1.51M | Buy |
12,671
+201
| +2% | +$24K | 0.09% | 220 |
|
|
2024
Q2 | $1.13M | Buy |
12,470
+3,261
| +35% | +$294K | 0.07% | 261 |
|
|
2024
Q1 | $745K | Buy |
9,209
+569
| +7% | +$46K | 0.05% | 363 |
|
|
2023
Q4 | $610K | Sell |
8,640
-1,432
| -14% | -$101K | 0.04% | 393 |
|
|
2023
Q3 | $605K | Sell |
10,072
-540
| -5% | -$32.5K | 0.05% | 374 |
|
|
2023
Q2 | $610K | Sell |
10,612
-733
| -6% | -$42.1K | 0.05% | 388 |
|
|
2023
Q1 | $607K | Buy |
11,345
+1,269
| +13% | +$67.9K | 0.05% | 386 |
|
|
2022
Q4 | $509K | Sell |
10,076
-910
| -8% | -$45.9K | 0.04% | 407 |
|
|
2022
Q3 | $490K | Buy |
10,986
+155
| +1% | +$6.91K | 0.05% | 355 |
|
|
2022
Q2 | $534K | Buy |
10,831
+934
| +9% | +$46K | 0.05% | 382 |
|
|
2022
Q1 | $554K | Buy |
9,897
+752
| +8% | +$42.1K | 0.04% | 400 |
|
|
2021
Q4 | $484K | Sell |
9,145
-677
| -7% | -$35.8K | 0.03% | 490 |
|
|
2021
Q3 | $432K | Buy |
9,822
+225
| +2% | +$9.9K | 0.03% | 495 |
|
|
2021
Q2 | $412K | Buy |
9,597
+136
| +1% | +$5.84K | 0.03% | 497 |
|
|
2021
Q1 | $356K | Sell |
9,461
-2,650
| -22% | -$99.7K | 0.03% | 497 |
|
|
2020
Q4 | $365K | Sell |
12,111
-649
| -5% | -$19.6K | 0.03% | 444 |
|
|
2020
Q3 | $350K | Sell |
12,760
-348
| -3% | -$9.55K | 0.03% | 404 |
|
|
2020
Q2 | $350K | Sell |
13,108
-519
| -4% | -$13.9K | 0.03% | 386 |
|
|
2020
Q1 | $333K | Buy |
13,627
+2,633
| +24% | +$64.3K | 0.04% | 344 |
|
|
2019
Q4 | $357K | Buy |
10,994
+9,911
| +915% | +$322K | 0.04% | 359 |
|
|
2019
Q3 | $36K | Sell |
1,083
-3,245
| -75% | -$108K | 0.01% | 730 |
|
|
2019
Q2 | $137K | Buy |
4,328
+2,716
| +168% | +$86K | 0.01% | 582 |
|
|
2019
Q1 | $57K | Buy |
1,612
+187
| +13% | +$6.61K | 0.01% | 834 |
|
|
2018
Q4 | $46K | Buy |
1,425
+862
| +153% | +$27.8K | 0.01% | 841 |
|
|
2018
Q3 | $20K | Buy |
+563
| New | +$20K | 0.01% | 853 |
|