Creative Planning’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 | $11.8M | Buy |
114,587
+7,924
| +7% | +$813K | 0.01% | 468 |
|
|
2025
Q1 | $9.18M | Buy |
106,663
+7,332
| +7% | +$631K | 0.01% | 515 |
|
|
2024
Q4 | $10.4M | Buy |
99,331
+426
| +0.4% | +$44.8K | 0.01% | 433 |
|
|
2024
Q3 | $11.8M | Buy |
98,905
+2,083
| +2% | +$248K | 0.01% | 396 |
|
|
2024
Q2 | $8.68M | Buy |
96,822
+13,583
| +16% | +$1.22M | 0.01% | 451 |
|
|
2024
Q1 | $6.68M | Buy |
83,239
+23,065
| +38% | +$1.85M | 0.01% | 523 |
|
|
2023
Q4 | $4.21M | Buy |
60,174
+6,341
| +12% | +$444K | 0.01% | 612 |
|
|
2023
Q3 | $3.2M | Buy |
53,833
+30,444
| +130% | +$1.81M | ﹤0.01% | 670 |
|
|
2023
Q2 | $1.33M | Sell |
23,389
-2,163
| -8% | -$123K | ﹤0.01% | 986 |
|
|
2023
Q1 | $1.35M | Buy |
25,552
+5,714
| +29% | +$302K | ﹤0.01% | 933 |
|
|
2022
Q4 | $989K | Buy |
19,838
+2,397
| +14% | +$119K | ﹤0.01% | 1039 |
|
|
2022
Q3 | $767K | Buy |
17,441
+1,954
| +13% | +$85.9K | ﹤0.01% | 1079 |
|
|
2022
Q2 | $754K | Buy |
15,487
+1,633
| +12% | +$79.5K | ﹤0.01% | 1089 |
|
|
2022
Q1 | $768K | Buy |
13,854
+623
| +5% | +$34.5K | ﹤0.01% | 1103 |
|
|
2021
Q4 | $692K | Buy |
13,231
+631
| +5% | +$33K | ﹤0.01% | 1125 |
|
|
2021
Q3 | $547K | Sell |
12,600
-1,739
| -12% | -$75.5K | ﹤0.01% | 1240 |
|
|
2021
Q2 | $607K | Sell |
14,339
-5,890
| -29% | -$249K | ﹤0.01% | 1172 |
|
|
2021
Q1 | $749K | Buy |
20,229
+1,200
| +6% | +$44.4K | ﹤0.01% | 1177 |
|
|
2020
Q4 | $561K | Sell |
19,029
-4,173
| -18% | -$123K | ﹤0.01% | 1229 |
|
|
2020
Q3 | $622K | Buy |
23,202
+2,715
| +13% | +$72.8K | ﹤0.01% | 1005 |
|
|
2020
Q2 | $535K | Buy |
20,487
+8,418
| +70% | +$220K | ﹤0.01% | 989 |
|
|
2020
Q1 | $287K | Buy |
12,069
+1,094
| +10% | +$26K | ﹤0.01% | 1186 |
|
|
2019
Q4 | $350K | Buy |
10,975
+3,826
| +54% | +$122K | ﹤0.01% | 1303 |
|
|
2019
Q3 | $232K | Buy |
+7,149
| New | +$232K | ﹤0.01% | 1499 |
|
|
2019
Q2 | – | Sell |
-6,992
| Closed | -$248K | – | 1918 |
|
|
2019
Q1 | $248K | Sell |
6,992
-1,758
| -20% | -$62.4K | ﹤0.01% | 1438 |
|
|
2018
Q4 | $284K | Buy |
8,750
+1,841
| +27% | +$59.8K | ﹤0.01% | 1255 |
|
|
2018
Q3 | $238K | Buy |
+6,909
| New | +$238K | ﹤0.01% | 1549 |
|
|
2018
Q1 | – | Sell |
-6,830
| Closed | -$258K | – | 1929 |
|
|
2017
Q4 | $258K | Buy |
6,830
+379
| +6% | +$14.3K | ﹤0.01% | 1426 |
|
|
2017
Q3 | $251K | Buy |
6,451
+3,402
| +112% | +$132K | ﹤0.01% | 1438 |
|
|
2017
Q2 | $105K | Buy |
3,049
+134
| +5% | +$4.62K | ﹤0.01% | 1945 |
|
|
2017
Q1 | $104K | Sell |
2,915
-272
| -9% | -$9.7K | ﹤0.01% | 1915 |
|
|
2016
Q4 | $104K | Buy |
3,187
+708
| +29% | +$23.1K | ﹤0.01% | 1822 |
|
|
2016
Q3 | $93K | Buy |
2,479
+1,098
| +80% | +$41.2K | ﹤0.01% | 1880 |
|
|
2016
Q2 | $55K | Sell |
1,381
-196
| -12% | -$7.81K | ﹤0.01% | 2067 |
|
|
2016
Q1 | $53K | Sell |
1,577
-490
| -24% | -$16.5K | ﹤0.01% | 2041 |
|
|
2015
Q4 | $56K | Buy |
2,067
+505
| +32% | +$13.7K | ﹤0.01% | 2007 |
|
|
2015
Q3 | $48K | Buy |
+1,562
| New | +$48K | ﹤0.01% | 2063 |
|
|
2015
Q2 | – | Sell |
-1,731
| Closed | -$63K | – | 1941 |
|
|
2015
Q1 | $63K | Buy |
+1,731
| New | +$63K | ﹤0.01% | 1842 |
|
|
2014
Q4 | – | Sell |
-2,186
| Closed | -$71K | – | 4091 |
|
|
2014
Q3 | $71K | Buy |
2,186
+1,030
| +89% | +$33.5K | ﹤0.01% | 1677 |
|
|
2014
Q2 | $38K | Sell |
1,156
-1,032
| -47% | -$33.9K | ﹤0.01% | 2032 |
|
|
2014
Q1 | $56K | Buy |
2,188
+1,497
| +217% | +$38.3K | ﹤0.01% | 1719 |
|
|
2013
Q4 | $19K | Buy |
691
+100
| +17% | +$2.75K | ﹤0.01% | 2217 |
|
|
2013
Q3 | $15K | Hold |
591
| – | – | ﹤0.01% | 2251 |
|
|
2013
Q2 | $15K | Buy |
+591
| New | +$15K | ﹤0.01% | 2086 |
|