EP Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
17,146
+2,210
| +15% | +$227K | 0.01% | 440 |
|
|
2025
Q1 | $1.29M | Sell |
14,936
-2,480
| -14% | -$213K | 0.01% | 444 |
|
|
2024
Q4 | $1.83M | Buy |
17,416
+3,619
| +26% | +$380K | 0.01% | 373 |
|
|
2024
Q3 | $1.64M | Sell |
13,797
-761
| -5% | -$90.4K | 0.01% | 394 |
|
|
2024
Q2 | $1.3M | Buy |
14,558
+1,580
| +12% | +$142K | 0.01% | 344 |
|
|
2024
Q1 | $1.04M | Sell |
12,978
-896
| -6% | -$71.9K | 0.01% | 369 |
|
|
2023
Q4 | $971K | Sell |
13,874
-1,556
| -10% | -$109K | 0.01% | 368 |
|
|
2023
Q3 | $917K | Sell |
15,430
-15,564
| -50% | -$925K | 0.01% | 347 |
|
|
2023
Q2 | $800K | Buy |
30,994
+29,935
| +2,827% | +$773K | 0.01% | 368 |
|
|
2023
Q1 | $211K | Sell |
1,059
-14,712
| -93% | -$2.93M | ﹤0.01% | 564 |
|
|
2022
Q4 | $786K | Sell |
15,771
-7,384
| -32% | -$368K | 0.01% | 323 |
|
|
2022
Q3 | $1.02M | Buy |
+23,155
| New | +$1.02M | 0.02% | 235 |
|