Coppell Advisory Solutions’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
$1.34M Buy
+13,061
New +$1.34M 0.16% 138
2025
Q1
Sell
-14,026
Closed -$1.45M 1084
2024
Q4
$1.45M Buy
14,026
+266
+2% +$27.6K 0.2% 103
2024
Q3
$1.61M Sell
13,760
-1,106
-7% -$129K 0.24% 92
2024
Q2
$1.33M Buy
+14,866
New +$1.33M 0.22% 96
2023
Q4
$1.18M Sell
16,883
-526
-3% -$36.8K 0.24% 94
2023
Q3
$868K Buy
17,409
+1,544
+10% +$77K 0.3% 78
2023
Q2
$891K Sell
15,865
-1,263
-7% -$70.9K 0.25% 93
2023
Q1
$887K Sell
17,128
-281
-2% -$14.6K 0.29% 88
2022
Q4
$868K Buy
+17,409
New +$868K 0.29% 82
2020
Q4
$594K Buy
+20,154
New +$594K 0.3% 88