Global Retirement Partners’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 | $676K | Buy |
+6,586
| New | +$676K | 0.02% | 618 |
|
|
2024
Q4 | $772K | Sell |
7,345
-1,507
| -17% | -$158K | 0.02% | 506 |
|
|
2024
Q3 | $1.05M | Sell |
8,852
-317
| -3% | -$37.7K | 0.03% | 436 |
|
|
2024
Q2 | $822K | Buy |
9,169
+822
| +10% | +$73.7K | 0.03% | 471 |
|
|
2024
Q1 | $670K | Sell |
8,347
-869
| -9% | -$69.7K | 0.03% | 459 |
|
|
2023
Q4 | $612K | Buy |
9,216
+156
| +2% | +$10.4K | 0.03% | 445 |
|
|
2023
Q3 | $523K | Sell |
9,060
-48
| -0.5% | -$2.77K | 0.03% | 424 |
|
|
2023
Q2 | $518K | Buy |
9,108
+1,236
| +16% | +$70.2K | 0.03% | 438 |
|
|
2023
Q1 | $434K | Buy |
7,872
+1,306
| +20% | +$72.1K | 0.02% | 454 |
|
|
2022
Q4 | $327K | Buy |
6,566
+976
| +17% | +$48.7K | 0.02% | 459 |
|
|
2022
Q3 | $280K | Sell |
5,590
-1,191
| -18% | -$59.7K | 0.02% | 483 |
|
|
2022
Q2 | $330K | Sell |
6,781
-111
| -2% | -$5.4K | 0.03% | 438 |
|
|
2022
Q1 | $353K | Buy |
+6,892
| New | +$353K | 0.03% | 418 |
|
|
2021
Q4 | – | Sell |
-6,579
| Closed | -$286K | – | 1011 |
|
|
2021
Q3 | $286K | Buy |
6,579
+230
| +4% | +$10K | 0.03% | 406 |
|
|
2021
Q2 | $269K | Buy |
6,349
+3
| +0% | +$127 | 0.03% | 404 |
|
|
2021
Q1 | $235K | Buy |
6,346
+1,200
| +23% | +$44.4K | 0.03% | 388 |
|
|
2020
Q4 | $152K | Buy |
5,146
+2
| +0% | +$59 | 0.02% | 447 |
|
|
2020
Q3 | $138K | Buy |
5,144
+360
| +8% | +$9.66K | 0.02% | 425 |
|
|
2020
Q2 | $125K | Buy |
4,784
+3
| +0.1% | +$78 | 0.02% | 443 |
|
|
2020
Q1 | $114K | Sell |
4,781
-32
| -0.7% | -$763 | 0.02% | 411 |
|
|
2019
Q4 | $153K | Buy |
4,813
+215
| +5% | +$6.84K | 0.02% | 419 |
|
|
2019
Q3 | $149K | Buy |
4,598
+265
| +6% | +$8.59K | 0.02% | 412 |
|
|
2019
Q2 | $136K | Buy |
4,333
+256
| +6% | +$8.04K | 0.03% | 408 |
|
|
2019
Q1 | $145K | Buy |
4,077
+860
| +27% | +$30.6K | 0.04% | 345 |
|
|
2018
Q4 | $104K | Buy |
3,217
+55
| +2% | +$1.78K | 0.03% | 376 |
|
|
2018
Q3 | $109K | Buy |
3,162
+52
| +2% | +$1.79K | 0.02% | 382 |
|
|
2018
Q2 | $109K | Buy |
3,110
+56
| +2% | +$1.96K | 0.03% | 376 |
|
|
2018
Q1 | $100K | Buy |
3,054
+46
| +2% | +$1.51K | 0.03% | 374 |
|
|
2017
Q4 | $113K | Buy |
3,008
+42
| +1% | +$1.58K | 0.03% | 340 |
|
|
2017
Q3 | $115K | Buy |
2,966
+46
| +2% | +$1.78K | 0.05% | 301 |
|
|
2017
Q2 | $100K | Buy |
2,920
+45
| +2% | +$1.54K | 0.05% | 301 |
|
|
2017
Q1 | $103K | Hold |
2,875
| – | – | 0.06% | 271 |
|
|
2016
Q4 | $93K | Buy |
+2,875
| New | +$93K | 0.06% | 246 |
|