Equitable Holdings’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 | $761K | Sell |
7,422
-178
| -2% | -$18.3K | 0.01% | 882 |
|
|
2025
Q1 | $654K | Sell |
7,600
-359
| -5% | -$30.9K | 0.01% | 840 |
|
|
2024
Q4 | $837K | Buy |
7,959
+27
| +0.3% | +$2.84K | 0.01% | 720 |
|
|
2024
Q3 | $943K | Sell |
7,932
-573
| -7% | -$68.1K | 0.01% | 689 |
|
|
2024
Q2 | $762K | Sell |
8,505
-106
| -1% | -$9.5K | 0.01% | 712 |
|
|
2024
Q1 | $691K | Sell |
8,611
-13
| -0.2% | -$1.04K | 0.01% | 709 |
|
|
2023
Q4 | $604K | Buy |
8,624
+2,130
| +33% | +$149K | 0.01% | 717 |
|
|
2023
Q3 | $386K | Buy |
6,494
+404
| +7% | +$24K | 0.01% | 800 |
|
|
2023
Q2 | $346K | Sell |
6,090
-295
| -5% | -$16.8K | 0.01% | 808 |
|
|
2023
Q1 | $338K | Buy |
+6,385
| New | +$338K | 0.01% | 762 |
|