Herold 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 | $898K | Buy |
8,758
+1
| +0% | +$103 | 0.19% | 123 |
|
|
2025
Q1 | $753K | Buy |
8,757
+1
| +0% | +$86 | 0.17% | 142 |
|
|
2024
Q4 | $920K | Buy |
8,756
+1
| +0% | +$105 | 0.2% | 133 |
|
|
2024
Q3 | $1.04M | Hold |
8,755
| – | – | 0.23% | 124 |
|
|
2024
Q2 | $785K | Buy |
8,755
+1
| +0% | +$90 | 0.18% | 143 |
|
|
2024
Q1 | $702K | Buy |
8,754
+1
| +0% | +$80 | 0.17% | 148 |
|
|
2023
Q4 | $613K | Buy |
8,753
+1
| +0% | +$70 | 0.17% | 138 |
|
|
2023
Q3 | $520K | Buy |
8,752
+1
| +0% | +$59 | 0.16% | 152 |
|
|
2023
Q2 | $497K | Sell |
8,751
-499
| -5% | -$28.4K | 0.15% | 152 |
|
|
2023
Q1 | $489K | Buy |
9,250
+100
| +1% | +$5.29K | 0.17% | 145 |
|
|
2022
Q4 | $456K | Hold |
9,150
| – | – | 0.19% | 124 |
|
|
2022
Q3 | $402K | Hold |
9,150
| – | – | 0.19% | 126 |
|
|
2022
Q2 | $445K | Hold |
9,150
| – | – | 0.2% | 123 |
|
|
2022
Q1 | $507K | Buy |
9,150
+150
| +2% | +$8.31K | 0.18% | 127 |
|
|
2021
Q4 | $470K | Hold |
9,000
| – | – | 0.18% | 133 |
|
|
2021
Q3 | $391K | Buy |
+9,000
| New | +$391K | 0.15% | 143 |
|