Kapstone Financial 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 | $594K | Hold |
5,792
| – | – | 0.3% | 52 |
|
|
2025
Q1 | $498K | Hold |
5,792
| – | – | 0.28% | 57 |
|
|
2024
Q4 | $583K | Buy |
5,792
+4
| +0.1% | +$402 | 0.31% | 54 |
|
|
2024
Q3 | $676K | Hold |
5,788
| – | – | 0.41% | 46 |
|
|
2024
Q2 | $519K | Hold |
5,788
| – | – | 0.34% | 51 |
|
|
2024
Q1 | $464K | Hold |
5,788
| – | – | 0.32% | 59 |
|
|
2023
Q4 | $396K | Hold |
5,788
| – | – | 0.31% | 63 |
|
|
2023
Q3 | $344K | Hold |
5,788
| – | – | 0.31% | 62 |
|
|
2023
Q2 | $358K | Buy |
+5,788
| New | +$358K | 0.3% | 67 |
|
|
2023
Q1 | – | Sell |
-5,788
| Closed | -$328K | – | 98 |
|
|
2022
Q4 | $328K | Buy |
+5,788
| New | +$328K | 0.3% | 66 |
|