GM Advisory Group’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 | $736K | Sell |
7,180
-122
| -2% | -$12.5K | 0.04% | 172 |
|
|
2025
Q1 | $628K | Sell |
7,302
-487
| -6% | -$41.9K | 0.03% | 159 |
|
|
2024
Q4 | $819K | Hold |
7,789
| – | – | 0.05% | 135 |
|
|
2024
Q3 | $926K | Sell |
7,789
-280
| -3% | -$33.3K | 0.06% | 119 |
|
|
2024
Q2 | $723K | Buy |
8,069
+333
| +4% | +$29.8K | 0.05% | 131 |
|
|
2024
Q1 | $621K | Hold |
7,736
| – | – | 0.04% | 140 |
|
|
2023
Q4 | $541K | Hold |
7,736
| – | – | 0.04% | 139 |
|
|
2023
Q3 | $460K | Sell |
7,736
-3,353
| -30% | -$199K | 0.04% | 131 |
|
|
2023
Q2 | $630K | Buy |
11,089
+5,038
| +83% | +$286K | 0.05% | 107 |
|
|
2023
Q1 | $320K | Hold |
6,051
| – | – | 0.03% | 145 |
|
|
2022
Q4 | $302K | Hold |
6,051
| – | – | 0.03% | 140 |
|
|
2022
Q3 | $266K | Sell |
6,051
-54
| -0.9% | -$2.37K | 0.03% | 153 |
|
|
2022
Q2 | $297K | Sell |
6,105
-602
| -9% | -$29.3K | 0.05% | 141 |
|
|
2022
Q1 | $372K | Sell |
6,707
-115
| -2% | -$6.38K | 0.04% | 142 |
|
|
2021
Q4 | $357K | Sell |
6,822
-1,763
| -21% | -$92.3K | 0.03% | 150 |
|
|
2021
Q3 | $373K | Sell |
8,585
-340
| -4% | -$14.8K | 0.04% | 147 |
|
|
2021
Q2 | $378K | Sell |
8,925
-2,000
| -18% | -$84.7K | 0.04% | 145 |
|
|
2021
Q1 | $404K | Buy |
10,925
+1,733
| +19% | +$64.1K | 0.05% | 133 |
|
|
2020
Q4 | $271K | Buy |
+9,192
| New | +$271K | 0.04% | 144 |
|