IFP 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 | $396K | Buy |
3,527
+728
| +26% | +$81.8K | 0.01% | 935 |
|
|
2025
Q1 | $241K | Sell |
2,799
-1,614
| -37% | -$139K | 0.01% | 1088 |
|
|
2024
Q4 | $464K | Buy |
4,413
+848
| +24% | +$89.1K | 0.02% | 766 |
|
|
2024
Q3 | $424K | Buy |
3,565
+448
| +14% | +$53.2K | 0.02% | 755 |
|
|
2024
Q2 | $279K | Buy |
3,117
+172
| +6% | +$15.4K | 0.01% | 876 |
|
|
2024
Q1 | $236K | Sell |
2,945
-1,404
| -32% | -$113K | 0.01% | 923 |
|
|
2023
Q4 | $304K | Sell |
4,349
-173
| -4% | -$12.1K | 0.01% | 764 |
|
|
2023
Q3 | $269K | Sell |
4,522
-19
| -0.4% | -$1.13K | 0.01% | 830 |
|
|
2023
Q2 | $258K | Sell |
4,541
-368
| -7% | -$20.9K | 0.01% | 901 |
|
|
2023
Q1 | $167K | Sell |
4,909
-42
| -0.8% | -$1.43K | 0.01% | 1020 |
|
|
2022
Q4 | $202K | Sell |
4,951
-111
| -2% | -$4.53K | 0.01% | 1348 |
|
|
2022
Q3 | $194K | Buy |
5,062
+631
| +14% | +$24.2K | 0.01% | 1425 |
|
|
2022
Q2 | $172K | Hold |
4,431
| – | – | 0.01% | 1360 |
|
|
2022
Q1 | $172K | Buy |
4,431
+621
| +16% | +$24.1K | 0.01% | 1360 |
|
|
2021
Q4 | $199K | Sell |
3,810
-585
| -13% | -$30.6K | ﹤0.01% | 938 |
|
|
2021
Q3 | $192K | Buy |
4,395
+250
| +6% | +$10.9K | ﹤0.01% | 937 |
|
|
2021
Q2 | $172K | Buy |
4,145
+427
| +11% | +$17.7K | ﹤0.01% | 979 |
|
|
2021
Q1 | $139K | Buy |
3,718
+134
| +4% | +$5.01K | ﹤0.01% | 1005 |
|
|
2020
Q4 | $104K | Buy |
3,584
+734
| +26% | +$21.3K | ﹤0.01% | 1118 |
|
|
2020
Q3 | $77K | Sell |
2,850
-464
| -14% | -$12.5K | ﹤0.01% | 1113 |
|
|
2020
Q2 | $87K | Buy |
3,314
+1,898
| +134% | +$49.8K | 0.01% | 973 |
|
|
2020
Q1 | $36K | Sell |
1,416
-626
| -31% | -$15.9K | ﹤0.01% | 1257 |
|
|
2019
Q4 | $66K | Sell |
2,042
-896
| -30% | -$29K | 0.01% | 1136 |
|
|
2019
Q3 | $93K | Buy |
+2,938
| New | +$93K | 0.01% | 1090 |
|
|
2019
Q1 | $35K | Sell |
975
-8,312
| -90% | -$298K | ﹤0.01% | 1115 |
|
|
2018
Q4 | $301K | Sell |
9,287
-72
| -0.8% | -$2.33K | 0.02% | 707 |
|
|
2018
Q3 | $323K | Buy |
9,359
+689
| +8% | +$23.8K | 0.01% | 847 |
|
|
2018
Q2 | $304K | Sell |
8,670
-11,839
| -58% | -$415K | 0.01% | 868 |
|
|
2018
Q1 | $774K | Hold |
20,509
| – | – | 0.04% | 467 |
|
|
2017
Q4 | $774K | Buy |
20,509
+13,909
| +211% | +$525K | 0.04% | 467 |
|
|
2017
Q3 | $257K | Sell |
6,600
-3,279
| -33% | -$128K | 0.01% | 998 |
|
|
2017
Q2 | $339K | Buy |
9,879
+229
| +2% | +$7.86K | 0.01% | 849 |
|
|
2017
Q1 | $344K | Buy |
9,650
+427
| +5% | +$15.2K | 0.02% | 850 |
|
|
2016
Q4 | $300K | Buy |
9,223
+1,673
| +22% | +$54.4K | 0.01% | 851 |
|
|
2016
Q3 | $283K | Sell |
7,550
-9
| -0.1% | -$337 | 0.01% | 836 |
|
|
2016
Q2 | $301K | Buy |
7,559
+6,584
| +675% | +$262K | 0.02% | 787 |
|
|
2016
Q1 | $35K | Buy |
975
+644
| +195% | +$23.1K | ﹤0.01% | 1115 |
|
|
2015
Q4 | $9K | Buy |
+331
| New | +$9K | ﹤0.01% | 2620 |
|