Founders Financial Alliance’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 | $916K | Sell |
8,930
-99
| -1% | -$10.2K | 0.21% | 106 |
|
|
2025
Q1 | $777K | Buy |
9,029
+22
| +0.2% | +$1.89K | 0.19% | 113 |
|
|
2024
Q4 | $947K | Sell |
9,007
-485
| -5% | -$51K | 0.26% | 89 |
|
|
2024
Q3 | $1.13M | Buy |
9,492
+25
| +0.3% | +$2.97K | 0.31% | 75 |
|
|
2024
Q2 | $848K | Sell |
9,467
-44
| -0.5% | -$3.94K | 0.25% | 91 |
|
|
2024
Q1 | $763K | Sell |
9,511
-1
| -0% | -$80 | 0.23% | 97 |
|
|
2023
Q4 | $666K | Sell |
9,512
-663
| -7% | -$46.4K | 0.26% | 85 |
|
|
2023
Q3 | $605K | Sell |
10,175
-84
| -0.8% | -$4.99K | 0.26% | 87 |
|
|
2023
Q2 | $583K | Buy |
10,259
+232
| +2% | +$13.2K | 0.23% | 93 |
|
|
2023
Q1 | $529K | Sell |
10,027
-585
| -6% | -$30.9K | 0.26% | 91 |
|
|
2022
Q4 | $529K | Buy |
10,612
+892
| +9% | +$44.5K | 0.24% | 99 |
|
|
2022
Q3 | $427K | Buy |
+9,720
| New | +$427K | 0.22% | 107 |
|
|
2022
Q2 | – | Sell |
-9,493
| Closed | -$526K | – | 525 |
|
|
2022
Q1 | $526K | Sell |
9,493
-1,272
| -12% | -$70.5K | 0.23% | 97 |
|
|
2021
Q4 | $563K | Buy |
10,765
+611
| +6% | +$32K | 0.23% | 101 |
|
|
2021
Q3 | $441K | Buy |
10,154
+1,616
| +19% | +$70.2K | 0.21% | 112 |
|
|
2021
Q2 | $361K | Buy |
8,538
+1,232
| +17% | +$52.1K | 0.16% | 142 |
|
|
2021
Q1 | $270K | Buy |
+7,306
| New | +$270K | 0.13% | 176 |
|
|
2020
Q4 | – | Sell |
-3,256
| Closed | -$88K | – | 840 |
|
|
2020
Q3 | $88K | Buy |
+3,256
| New | +$88K | 0.05% | 288 |
|