Donoghue Forlines’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-18,855
Closed -$1.69M 254
2024
Q2
$1.69M Sell
18,855
-1,272
-6% -$114K 0.48% 40
2024
Q1
$1.61M Sell
20,127
-689
-3% -$55.3K 0.46% 61
2023
Q4
$1.46M Sell
20,816
-11,904
-36% -$833K 0.46% 56
2023
Q3
$1.95M Buy
32,720
+10,089
+45% +$600K 0.69% 23
2023
Q2
$1.29M Sell
22,631
-1,504
-6% -$85.5K 0.4% 59
2023
Q1
$1.28M Sell
24,135
-31,497
-57% -$1.67M 0.46% 51
2022
Q4
$2.77M Buy
55,632
+27,256
+96% +$1.36M 0.98% 15
2022
Q3
$1.25M Sell
28,376
-10,978
-28% -$483K 0.45% 21
2022
Q2
$1.92M Sell
39,354
-17,207
-30% -$838K 0.5% 27
2022
Q1
$3.13M Sell
56,561
-21,914
-28% -$1.21M 0.68% 22
2021
Q4
$4.11M Buy
78,475
+15,326
+24% +$802K 0.69% 20
2021
Q3
$2.74M Buy
63,149
+35,862
+131% +$1.56M 0.53% 35
2021
Q2
$1.16M Sell
27,287
-5,888
-18% -$249K 0.22% 110
2021
Q1
$1.23M Buy
+33,175
New +$1.23M 0.24% 110