Envestnet Portfolio Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $835K | Sell |
8,143
-1,275
| -14% | -$131K | ﹤0.01% | 868 |
|
|
2025
Q1 | $810K | Sell |
9,418
-3,415
| -27% | -$294K | ﹤0.01% | 863 |
|
|
2024
Q4 | $1.35M | Sell |
12,833
-11,164
| -47% | -$1.17M | ﹤0.01% | 805 |
|
|
2024
Q3 | $2.85M | Sell |
23,997
-699
| -3% | -$83.1K | 0.01% | 557 |
|
|
2024
Q2 | $2.21M | Sell |
24,696
-856
| -3% | -$76.7K | 0.01% | 606 |
|
|
2024
Q1 | $2.05M | Buy |
25,552
+10,461
| +69% | +$839K | 0.01% | 632 |
|
|
2023
Q4 | $1.06M | Buy |
15,091
+2,286
| +18% | +$160K | ﹤0.01% | 781 |
|
|
2023
Q3 | $761K | Buy |
+12,805
| New | +$761K | ﹤0.01% | 821 |
|