Jones Financial Companies’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 | $1.73M | Buy |
16,873
+5,604
| +50% | +$573K | ﹤0.01% | 798 |
|
|
2025
Q1 | $959K | Buy |
11,269
+4,151
| +58% | +$353K | ﹤0.01% | 880 |
|
|
2024
Q4 | $748K | Buy |
7,118
+4,310
| +153% | +$453K | ﹤0.01% | 844 |
|
|
2024
Q3 | $328K | Buy |
2,808
+2,177
| +345% | +$254K | ﹤0.01% | 973 |
|
|
2024
Q2 | $56.6K | Buy |
+631
| New | +$56.6K | ﹤0.01% | 1212 |
|
|
2021
Q2 | – | Sell |
-1,000
| Closed | -$37K | – | 715 |
|
|
2021
Q1 | $37K | Buy |
+1,000
| New | +$37K | ﹤0.01% | 392 |
|