Janney Montgomery Scott’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 | $9.3M | Sell |
90,708
-222
| -0.2% | -$22.8K | 0.02% | 593 |
|
2025
Q1 | $7.82M | Sell |
90,930
-1,433
| -2% | -$123K | 0.02% | 612 |
|
2024
Q4 | $9.71M | Buy |
92,363
+4,350
| +5% | +$457K | 0.03% | 542 |
|
2024
Q3 | $10.5M | Sell |
88,013
-21,297
| -19% | -$2.53M | 0.03% | 523 |
|
2024
Q2 | $9.8M | Buy |
109,310
+316
| +0.3% | +$28.3K | 0.03% | 516 |
|
2024
Q1 | $8.74M | Sell |
108,994
-51,552
| -32% | -$4.13M | 0.03% | 575 |
|
2023
Q4 | $11.2M | Sell |
160,546
-5,465
| -3% | -$382K | 0.04% | 470 |
|
2023
Q3 | $9.87M | Sell |
166,011
-2,116
| -1% | -$126K | 0.04% | 441 |
|
2023
Q2 | $9.55M | Sell |
168,127
-2,500
| -1% | -$142K | 0.03% | 483 |
|
2023
Q1 | $9.03M | Buy |
170,627
+10,512
| +7% | +$556K | 0.04% | 455 |
|
2022
Q4 | $7.98M | Buy |
160,115
+13,383
| +9% | +$667K | 0.03% | 507 |
|
2022
Q3 | $6.45M | Sell |
146,732
-15,087
| -9% | -$663K | 0.03% | 527 |
|
2022
Q2 | $7.93M | Buy |
161,819
+6,270
| +4% | +$307K | 0.04% | 436 |
|
2022
Q1 | $8.62M | Buy |
155,549
+5,965
| +4% | +$331K | 0.04% | 418 |
|
2021
Q4 | $7.83M | Buy |
149,584
+5,963
| +4% | +$312K | 0.03% | 470 |
|
2021
Q3 | $6.24M | Buy |
143,621
+27,433
| +24% | +$1.19M | 0.03% | 532 |
|
2021
Q2 | $4.92M | Sell |
116,188
-8,164
| -7% | -$345K | 0.02% | 592 |
|
2021
Q1 | $4.6M | Buy |
124,352
+31,482
| +34% | +$1.17M | 0.02% | 584 |
|
2020
Q4 | $2.74M | Buy |
92,870
+15,242
| +20% | +$449K | 0.01% | 748 |
|
2020
Q3 | $2.08M | Buy |
77,628
+2,249
| +3% | +$60.3K | 0.01% | 791 |
|
2020
Q2 | $1.97M | Sell |
75,379
-42,265
| -36% | -$1.1M | 0.01% | 771 |
|
2020
Q1 | $2.8M | Buy |
117,644
+14,198
| +14% | +$338K | 0.02% | 578 |
|
2019
Q4 | $3.3M | Buy |
103,446
+11,180
| +12% | +$356K | 0.02% | 611 |
|
2019
Q3 | $2.99M | Sell |
92,266
-18,122
| -16% | -$587K | 0.02% | 607 |
|
2019
Q2 | $3.46M | Buy |
110,388
+12,939
| +13% | +$405K | 0.03% | 529 |
|
2019
Q1 | $3.46M | Buy |
97,449
+14,211
| +17% | +$504K | 0.03% | 514 |
|
2018
Q4 | $2.7M | Buy |
83,238
+5,969
| +8% | +$193K | 0.03% | 536 |
|
2018
Q3 | $2.67M | Buy |
77,269
+8,749
| +13% | +$302K | 0.02% | 605 |
|
2018
Q2 | $2.4M | Buy |
68,520
+17,911
| +35% | +$627K | 0.02% | 607 |
|
2018
Q1 | $1.66M | Buy |
50,609
+3,418
| +7% | +$112K | 0.02% | 740 |
|
2017
Q4 | $1.78M | Buy |
47,191
+3,208
| +7% | +$121K | 0.02% | 695 |
|
2017
Q3 | $1.71M | Buy |
43,983
+2,152
| +5% | +$83.7K | 0.02% | 674 |
|
2017
Q2 | $1.44M | Sell |
41,831
-11,606
| -22% | -$399K | 0.02% | 704 |
|
2017
Q1 | $1.91M | Sell |
53,437
-7,915
| -13% | -$282K | 0.03% | 574 |
|
2016
Q4 | $1.99M | Buy |
61,352
+22,529
| +58% | +$732K | 0.03% | 505 |
|
2016
Q3 | $1.46M | Buy |
+38,823
| New | +$1.46M | 0.03% | 534 |
|
2016
Q2 | – | Sell |
-22,212
| Closed | -$753K | – | 933 |
|
2016
Q1 | $753K | Sell |
22,212
-153
| -0.7% | -$5.19K | 0.02% | 606 |
|
2015
Q4 | $604K | Buy |
22,365
+1,597
| +8% | +$43.1K | 0.02% | 726 |
|
2015
Q3 | $644K | Sell |
20,768
-135
| -0.6% | -$4.19K | 0.02% | 708 |
|
2015
Q2 | $648K | Sell |
20,903
-2,532
| -11% | -$78.5K | 0.01% | 1023 |
|
2015
Q1 | $855K | Buy |
23,435
+14,738
| +169% | +$538K | 0.02% | 990 |
|
2014
Q4 | $336K | Buy |
8,697
+1,172
| +16% | +$45.3K | 0.01% | 1610 |
|
2014
Q3 | $246K | Buy |
+7,525
| New | +$246K | 0.01% | 1813 |
|