Corient Private Wealth’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 | $22.6M | Sell |
220,602
-3,170
| -1% | -$325K | 0.02% | 409 |
|
|
2025
Q1 | $19.3M | Buy |
223,772
+7,630
| +4% | +$657K | 0.03% | 394 |
|
|
2024
Q4 | $22.7M | Sell |
216,142
-6,087
| -3% | -$640K | 0.04% | 370 |
|
|
2024
Q3 | $26.4M | Sell |
222,229
-15,448
| -6% | -$1.84M | 0.04% | 358 |
|
|
2024
Q2 | $21.3M | Sell |
237,677
-9,040
| -4% | -$810K | 0.04% | 377 |
|
|
2024
Q1 | $19.8M | Sell |
246,717
-62,322
| -20% | -$5M | 0.04% | 389 |
|
|
2023
Q4 | $21.6M | Sell |
309,039
-8,349
| -3% | -$584K | 0.04% | 374 |
|
|
2023
Q3 | $18.9M | Sell |
317,388
-76,077
| -19% | -$4.52M | 0.04% | 357 |
|
|
2023
Q2 | $22.4M | Buy |
393,465
+352,788
| +867% | +$20M | 0.05% | 311 |
|
|
2023
Q1 | $2.15M | Buy |
40,677
+13,413
| +49% | +$709K | 0.01% | 817 |
|
|
2022
Q4 | $1.36M | Buy |
+27,264
| New | +$1.36M | ﹤0.01% | 818 |
|