Harbor Investment Advisory’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
$43.1K Sell
420
-206
-33% -$21.1K ﹤0.01% 656
2025
Q1
$53.9K Buy
626
+2
+0.3% +$172 0.01% 592
2024
Q4
$65.6K Buy
624
+1
+0.2% +$105 0.01% 538
2024
Q3
$74.1K Sell
623
-3
-0.5% -$357 0.01% 522
2024
Q2
$56.1K Sell
626
-16
-2% -$1.43K 0.01% 565
2024
Q1
$51.5K Buy
642
+24
+4% +$1.93K 0.01% 575
2023
Q4
$43.3K Buy
618
+201
+48% +$14.1K 0.01% 591
2023
Q3
$24.8K Buy
417
+200
+92% +$11.9K ﹤0.01% 658
2023
Q2
$12.3K Sell
217
-36
-14% -$2.05K ﹤0.01% 986
2023
Q1
$13.4K Sell
253
-22
-8% -$1.16K ﹤0.01% 988
2022
Q4
$13.7K Sell
275
-19
-6% -$947 ﹤0.01% 970
2022
Q3
$13K Buy
294
+22
+8% +$973 ﹤0.01% 993
2022
Q2
$13K Hold
272
﹤0.01% 986
2022
Q1
$15K Hold
272
﹤0.01% 987
2021
Q4
$14K Hold
272
﹤0.01% 998
2021
Q3
$12K Hold
272
﹤0.01% 1023
2021
Q2
$12K Hold
272
﹤0.01% 979
2021
Q1
$10K Sell
272
-39
-13% -$1.43K ﹤0.01% 979
2020
Q4
$9K Buy
+311
New +$9K ﹤0.01% 935
2020
Q3
Sell
-1,611
Closed -$42K 1180
2020
Q2
$42K Sell
1,611
-2,056
-56% -$53.6K 0.01% 467
2020
Q1
$87K Buy
3,667
+2,056
+128% +$48.8K 0.02% 331
2019
Q4
$51K Buy
+1,611
New +$51K 0.01% 401