Concurrent Investment 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 | $560K | Sell |
5,457
-477
| -8% | -$48.9K | 0.01% | 803 |
|
|
2025
Q1 | $511K | Sell |
5,934
-459
| -7% | -$39.5K | 0.01% | 742 |
|
|
2024
Q4 | $672K | Buy |
6,393
+218
| +4% | +$22.9K | 0.02% | 586 |
|
|
2024
Q3 | $734K | Sell |
6,175
-1,996
| -24% | -$237K | 0.02% | 529 |
|
|
2024
Q2 | $732K | Buy |
8,171
+3,967
| +94% | +$356K | 0.02% | 498 |
|
|
2024
Q1 | $337K | Sell |
4,204
-487
| -10% | -$39.1K | 0.01% | 644 |
|
|
2023
Q4 | $328K | Buy |
+4,691
| New | +$328K | 0.02% | 620 |
|