Independent Advisor Alliance’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 | $2.78M | Sell |
27,132
-543
| -2% | -$55.7K | 0.08% | 214 |
|
|
2025
Q1 | $2.38M | Sell |
27,675
-11,635
| -30% | -$1M | 0.08% | 224 |
|
|
2024
Q4 | $4.13M | Sell |
39,310
-539
| -1% | -$56.7K | 0.05% | 311 |
|
|
2024
Q3 | $4.74M | Sell |
39,849
-9,338
| -19% | -$1.11M | 0.17% | 103 |
|
|
2024
Q2 | $4.41M | Buy |
49,187
+821
| +2% | +$73.6K | 0.15% | 116 |
|
|
2024
Q1 | $3.88M | Buy |
48,366
+44
| +0.1% | +$3.53K | 0.14% | 127 |
|
|
2023
Q4 | $3.38M | Sell |
48,322
-428
| -0.9% | -$30K | 0.12% | 140 |
|
|
2023
Q3 | $2.9M | Buy |
48,750
+1,329
| +3% | +$79K | 0.13% | 149 |
|
|
2023
Q2 | $2.69M | Sell |
47,421
-277
| -0.6% | -$15.7K | 0.12% | 158 |
|
|
2023
Q1 | $2.52M | Sell |
47,698
-988
| -2% | -$52.3K | 0.12% | 152 |
|
|
2022
Q4 | $2.43K | Buy |
48,686
+877
| +2% | +$44 | ﹤0.01% | 233 |
|
|
2022
Q3 | $2.1M | Buy |
47,809
+3,822
| +9% | +$168K | 0.12% | 160 |
|
|
2022
Q2 | $2.14M | Buy |
43,987
+390
| +0.9% | +$19K | 0.12% | 154 |
|
|
2022
Q1 | $2.42M | Buy |
43,597
+8,164
| +23% | +$452K | 0.12% | 155 |
|
|
2021
Q4 | $1.85M | Buy |
35,433
+446
| +1% | +$23.3K | 0.09% | 172 |
|
|
2021
Q3 | $1.52M | Buy |
34,987
+21,104
| +152% | +$917K | 0.08% | 191 |
|
|
2021
Q2 | $588K | Buy |
13,883
+1,205
| +10% | +$51K | 0.03% | 352 |
|
|
2021
Q1 | $469K | Buy |
12,678
+1,845
| +17% | +$68.3K | 0.03% | 389 |
|
|
2020
Q4 | $319K | Buy |
10,833
+2,324
| +27% | +$68.4K | 0.02% | 424 |
|
|
2020
Q3 | $228K | Buy |
+8,509
| New | +$228K | 0.02% | 433 |
|