Fiduciary Group’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 | $718K | Hold |
7,000
| – | – | 0.07% | 174 |
|
|
2025
Q1 | $602K | Hold |
7,000
| – | – | 0.06% | 179 |
|
|
2024
Q4 | $736K | Sell |
7,000
-250
| -3% | -$26.3K | 0.07% | 172 |
|
|
2024
Q3 | $862K | Hold |
7,250
| – | – | 0.09% | 160 |
|
|
2024
Q2 | $650K | Hold |
7,250
| – | – | 0.07% | 166 |
|
|
2024
Q1 | $582K | Hold |
7,250
| – | – | 0.06% | 171 |
|
|
2023
Q4 | $507K | Hold |
7,250
| – | – | 0.06% | 177 |
|
|
2023
Q3 | $431K | Hold |
7,250
| – | – | 0.06% | 176 |
|
|
2023
Q2 | $412K | Hold |
7,250
| – | – | 0.05% | 179 |
|
|
2023
Q1 | $384K | Hold |
7,250
| – | – | 0.05% | 182 |
|
|
2022
Q4 | $361K | Hold |
7,250
| – | – | 0.05% | 179 |
|
|
2022
Q3 | $381K | Hold |
7,250
| – | – | 0.05% | 172 |
|
|
2022
Q2 | $389K | Hold |
7,250
| – | – | 0.05% | 177 |
|
|
2022
Q1 | $366K | Hold |
7,250
| – | – | 0.05% | 172 |
|
|
2021
Q4 | $379K | Hold |
7,250
| – | – | 0.04% | 177 |
|
|
2021
Q3 | $335K | Hold |
7,250
| – | – | 0.04% | 185 |
|
|
2021
Q2 | $314K | Hold |
7,250
| – | – | 0.04% | 191 |
|
|
2021
Q1 | $291K | Buy |
7,250
+100
| +1% | +$4.01K | 0.04% | 192 |
|
|
2020
Q4 | $238K | Buy |
+7,150
| New | +$238K | 0.03% | 200 |
|