Financial Perspectives’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 | $205K | Hold |
2,000
| – | – | 0.06% | 146 |
|
|
2025
Q1 | $172K | Hold |
2,000
| – | – | 0.06% | 154 |
|
|
2024
Q4 | $210K | Hold |
2,000
| – | – | 0.07% | 136 |
|
|
2024
Q3 | $238K | Hold |
2,000
| – | – | 0.08% | 129 |
|
|
2024
Q2 | $179K | Hold |
2,000
| – | – | 0.07% | 145 |
|
|
2024
Q1 | $160K | Hold |
2,000
| – | – | 0.06% | 158 |
|
|
2023
Q4 | $140K | Hold |
2,000
| – | – | 0.06% | 166 |
|
|
2023
Q3 | $119K | Hold |
2,000
| – | – | 0.05% | 166 |
|
|
2023
Q2 | $114K | Hold |
2,000
| – | – | 0.05% | 174 |
|
|
2023
Q1 | $106K | Hold |
2,000
| – | – | 0.05% | 178 |
|
|
2022
Q4 | $99.7K | Hold |
2,000
| – | – | 0.05% | 176 |
|
|
2022
Q3 | $87.9K | Hold |
2,000
| – | – | 0.05% | 182 |
|
|
2022
Q2 | $97.4K | Hold |
2,000
| – | – | 0.05% | 171 |
|
|
2022
Q1 | $111K | Hold |
2,000
| – | – | 0.05% | 179 |
|
|
2021
Q4 | $105K | Hold |
2,000
| – | – | 0.05% | 171 |
|
|
2021
Q3 | $86.9K | Hold |
2,000
| – | – | 0.04% | 182 |
|
|
2021
Q2 | $84.6K | Sell |
2,000
-72,020
| -97% | -$3.05M | 0.04% | 205 |
|
|
2021
Q1 | $2M | Buy |
74,020
+72,020
| +3,601% | +$1.95M | 0.1% | 146 |
|
|
2020
Q4 | $59K | Hold |
2,000
| – | – | 0.03% | 211 |
|
|
2020
Q3 | $53.6K | Hold |
2,000
| – | – | 0.04% | 196 |
|
|
2020
Q2 | $52.2K | Hold |
2,000
| – | – | 0.04% | 187 |
|
|
2020
Q1 | $47.6K | Hold |
2,000
| – | – | 0.04% | 168 |
|
|
2019
Q4 | $63.7K | Buy |
+2,000
| New | +$63.7K | 0.04% | 156 |
|