Fiduciary Family Office’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 | $814K | Sell |
7,940
-642
| -7% | -$65.9K | 0.27% | 73 |
|
|
2025
Q1 | $738K | Buy |
+8,582
| New | +$738K | 0.25% | 90 |
|
|
2024
Q4 | – | Sell |
-7,665
| Closed | -$911K | – | 145 |
|
|
2024
Q3 | $911K | Sell |
7,665
-670
| -8% | -$79.6K | 0.3% | 71 |
|
|
2024
Q2 | $747K | Sell |
8,335
-547
| -6% | -$49K | 0.29% | 85 |
|
|
2024
Q1 | $712K | Buy |
8,882
+2,579
| +41% | +$207K | 0.28% | 100 |
|
|
2023
Q4 | $441K | Buy |
+6,303
| New | +$441K | 0.19% | 132 |
|