Crestwood Advisors 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 | $313K | Buy |
3,047
+171
| +6% | +$17.5K | 0.01% | 436 |
|
|
2025
Q1 | $247K | Sell |
2,876
-195
| -6% | -$16.8K | ﹤0.01% | 453 |
|
|
2024
Q4 | $323K | Buy |
3,071
+81
| +3% | +$8.52K | 0.01% | 369 |
|
|
2024
Q3 | $355K | Buy |
2,990
+52
| +2% | +$6.18K | 0.01% | 347 |
|
|
2024
Q2 | $263K | Buy |
2,938
+7
| +0.2% | +$627 | 0.01% | 373 |
|
|
2024
Q1 | $235K | Buy |
+2,931
| New | +$235K | 0.01% | 389 |
|