Focus Partners Wealth’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 | $13.1M | Sell |
127,848
-21,689
| -15% | -$2.23M | 0.03% | 447 |
|
|
2025
Q1 | $12.9M | Buy |
149,537
+27,252
| +22% | +$2.35M | 0.03% | 423 |
|
|
2024
Q4 | $12.9M | Buy |
122,285
+89,232
| +270% | +$9.4M | 0.03% | 402 |
|
|
2024
Q3 | $3.93M | Sell |
33,053
-87,959
| -73% | -$10.5M | 0.01% | 612 |
|
|
2024
Q2 | $10.8M | Buy |
121,012
+46,290
| +62% | +$4.15M | 0.04% | 371 |
|
|
2024
Q1 | $5.99M | Buy |
74,722
+58,089
| +349% | +$4.66M | 0.05% | 293 |
|
|
2023
Q4 | $1.16M | Buy |
+16,633
| New | +$1.16M | 0.02% | 428 |
|