Farther Finance Advisors’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 | $552K | Buy |
5,382
+609
| +13% | +$62.5K | 0.01% | 863 |
|
|
2025
Q1 | $415K | Buy |
4,773
+185
| +4% | +$16.1K | 0.01% | 865 |
|
|
2024
Q4 | $482K | Sell |
4,588
-5,119
| -53% | -$538K | 0.02% | 600 |
|
|
2024
Q3 | $1.15M | Buy |
9,707
+7,632
| +368% | +$907K | 0.04% | 311 |
|
|
2024
Q2 | $186K | Sell |
2,075
-323
| -13% | -$29K | 0.01% | 857 |
|
|
2024
Q1 | $191K | Sell |
2,398
-122
| -5% | -$9.7K | 0.01% | 700 |
|
|
2023
Q4 | $176K | Buy |
2,520
+1,189
| +89% | +$83.2K | 0.01% | 592 |
|
|
2023
Q3 | $79.1K | Buy |
1,331
+323
| +32% | +$19.2K | 0.01% | 634 |
|
|
2023
Q2 | $57.3K | Buy |
1,008
+280
| +38% | +$15.9K | 0.01% | 628 |
|
|
2023
Q1 | $38.5K | Buy |
728
+186
| +34% | +$9.84K | 0.01% | 686 |
|
|
2022
Q4 | $27K | Buy |
+542
| New | +$27K | 0.01% | 640 |
|