First Dallas Securities’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
Sell
-2,975
Closed -$267K 126
2024
Q2
$267K Sell
2,975
-2,375
-44% -$213K 0.12% 104
2024
Q1
$429K Sell
5,350
-1,275
-19% -$102K 0.2% 94
2023
Q4
$464K Buy
+6,625
New +$464K 0.24% 80