Goldstone Financial 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
Q1 | – | Sell |
-5,852
| Closed | -$615K | – | 212 |
|
|
2024
Q4 | $615K | Buy |
5,852
+1,304
| +29% | +$137K | 0.1% | 113 |
|
|
2024
Q3 | $540K | Sell |
4,548
-88
| -2% | -$10.5K | 0.09% | 111 |
|
|
2024
Q2 | $415K | Sell |
4,636
-20
| -0.4% | -$1.79K | 0.08% | 118 |
|
|
2024
Q1 | $373K | Buy |
4,656
+98
| +2% | +$7.86K | 0.09% | 115 |
|
|
2023
Q4 | $319K | Sell |
4,558
-262
| -5% | -$18.3K | 0.08% | 118 |
|
|
2023
Q3 | $287K | Sell |
4,820
-401
| -8% | -$23.8K | 0.08% | 119 |
|
|
2023
Q2 | $297K | Buy |
5,221
+215
| +4% | +$12.2K | 0.09% | 121 |
|
|
2023
Q1 | $265K | Buy |
+5,006
| New | +$265K | 0.09% | 124 |
|