Crewe Advisors’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 | $51.5K | Sell |
502
-3
| -0.6% | -$308 | 0.01% | 290 |
|
|
2025
Q1 | $43.5K | Buy |
505
+500
| +10,000% | +$43K | 0.01% | 279 |
|
|
2024
Q4 | $526 | Buy |
5
+2
| +67% | +$210 | ﹤0.01% | 558 |
|
|
2024
Q3 | $357 | Buy |
+3
| New | +$357 | ﹤0.01% | 676 |
|
|
2023
Q4 | – | Sell |
-7
| Closed | -$417 | – | 564 |
|
|
2023
Q3 | $417 | Buy |
7
+2
| +40% | +$119 | ﹤0.01% | 398 |
|
|
2023
Q2 | $285 | Buy |
+5
| New | +$285 | ﹤0.01% | 677 |
|
|
2022
Q4 | – | Sell |
-3
| Closed | – | – | 1149 |
|
|
2022
Q3 | $0 | Buy |
+3
| New | – | ﹤0.01% | 1263 |
|