J.W. Cole 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 | $2.23M | Buy |
21,703
+7,340
| +51% | +$753K | 0.05% | 381 |
|
|
2025
Q1 | $1.24M | Buy |
14,363
+5,684
| +65% | +$489K | 0.04% | 472 |
|
|
2024
Q4 | $912K | Sell |
8,679
-887
| -9% | -$93.2K | 0.04% | 439 |
|
|
2024
Q3 | $1.14M | Buy |
9,566
+2,590
| +37% | +$308K | 0.05% | 361 |
|
|
2024
Q2 | $625K | Buy |
6,976
+126
| +2% | +$11.3K | 0.03% | 465 |
|
|
2024
Q1 | $549K | Buy |
6,850
+106
| +2% | +$8.5K | 0.03% | 509 |
|
|
2023
Q4 | $472K | Buy |
6,744
+315
| +5% | +$22K | 0.03% | 505 |
|
|
2023
Q3 | $382K | Buy |
6,429
+177
| +3% | +$10.5K | 0.03% | 493 |
|
|
2023
Q2 | $355K | Sell |
6,252
-325
| -5% | -$18.5K | 0.03% | 526 |
|
|
2023
Q1 | $348K | Sell |
6,577
-120
| -2% | -$6.35K | 0.02% | 555 |
|
|
2022
Q4 | $334K | Buy |
6,697
+72
| +1% | +$3.59K | 0.03% | 521 |
|
|
2022
Q3 | $291K | Buy |
6,625
+117
| +2% | +$5.14K | 0.02% | 547 |
|
|
2022
Q2 | $317K | Sell |
6,508
-564
| -8% | -$27.5K | 0.03% | 533 |
|
|
2022
Q1 | $392K | Buy |
7,072
+1,190
| +20% | +$66K | 0.03% | 532 |
|
|
2021
Q4 | $308K | Buy |
5,882
+24
| +0.4% | +$1.26K | 0.02% | 641 |
|
|
2021
Q3 | $255K | Buy |
5,858
+393
| +7% | +$17.1K | 0.02% | 388 |
|
|
2021
Q2 | $231K | Buy |
+5,465
| New | +$231K | 0.02% | 657 |
|
|
2020
Q4 | – | Sell |
-17,168
| Closed | -$460K | – | 758 |
|
|
2020
Q3 | $460K | Buy |
+17,168
| New | +$460K | 0.04% | 431 |
|