Csenge Advisory Group’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$774K Buy
7,837
+100
+1% +$9.87K 0.04% 320
2025
Q1
$652K Sell
7,737
-4,137
-35% -$348K 0.04% 336
2024
Q4
$1.25M Buy
11,874
+574
+5% +$60.3K 0.07% 223
2024
Q3
$1.36M Buy
11,300
+1,785
+19% +$215K 0.07% 205
2024
Q2
$853K Buy
9,515
+114
+1% +$10.2K 0.05% 289
2024
Q1
$754K Sell
9,401
-3,400
-27% -$273K 0.04% 322
2023
Q4
$896K Buy
12,801
+711
+6% +$49.8K 0.06% 256
2023
Q3
$719K Sell
12,090
-2,043
-14% -$121K 0.05% 282
2023
Q2
$803K Buy
14,133
+1,080
+8% +$61.4K 0.05% 261
2023
Q1
$691K Sell
13,053
-301
-2% -$15.9K 0.05% 272
2022
Q4
$666K Buy
13,354
+4,825
+57% +$241K 0.05% 284
2022
Q3
$375K Sell
8,529
-13
-0.2% -$572 0.03% 406
2022
Q2
$416K Buy
8,542
+1,585
+23% +$77.2K 0.03% 373
2022
Q1
$385K Buy
+6,957
New +$385K 0.03% 432
2020
Q4
Sell
-8,250
Closed -$224K 443
2020
Q3
$224K Buy
+8,250
New +$224K 0.03% 363
2018
Q4
Sell
-78
Closed -$2K 804
2018
Q3
$2K Buy
+78
New +$2K ﹤0.01% 761