Genesee Capital Advisors’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 | $917K | Buy |
8,943
+564
| +7% | +$57.8K | 0.41% | 59 |
|
|
2025
Q1 | $721K | Sell |
8,379
-5,010
| -37% | -$431K | 0.36% | 69 |
|
|
2024
Q4 | $1.41M | Sell |
13,389
-94
| -0.7% | -$9.88K | 0.65% | 38 |
|
|
2024
Q3 | $1.6M | Sell |
13,483
-2,800
| -17% | -$333K | 0.77% | 30 |
|
|
2024
Q2 | $1.46M | Sell |
16,283
-1,897
| -10% | -$170K | 0.72% | 36 |
|
|
2024
Q1 | $1.46M | Buy |
18,180
+233
| +1% | +$18.7K | 0.8% | 33 |
|
|
2023
Q4 | $1.26M | Buy |
17,947
+9,814
| +121% | +$687K | 0.77% | 37 |
|
|
2023
Q3 | $484K | Buy |
+8,133
| New | +$484K | 0.35% | 61 |
|