Cooper Financial Group’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 | $324K | Buy |
3,155
+113
| +4% | +$11.6K | 0.04% | 286 |
|
|
2025
Q1 | $262K | Buy |
3,042
+90
| +3% | +$7.74K | 0.03% | 330 |
|
|
2024
Q4 | $310K | Buy |
2,952
+140
| +5% | +$14.7K | 0.04% | 306 |
|
|
2024
Q3 | $334K | Sell |
2,812
-114
| -4% | -$13.5K | 0.04% | 300 |
|
|
2024
Q2 | $262K | Buy |
2,926
+2
| +0.1% | +$179 | 0.04% | 322 |
|
|
2024
Q1 | $235K | Buy |
+2,924
| New | +$235K | 0.04% | 323 |
|
|
2021
Q4 | – | Sell |
-5,100
| Closed | -$222K | – | 254 |
|
|
2021
Q3 | $222K | Hold |
5,100
| – | – | 0.05% | 229 |
|
|
2021
Q2 | $216K | Buy |
+5,100
| New | +$216K | 0.04% | 236 |
|