Kestra Advisory Services’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 | $9.12M | Buy |
88,917
+917
| +1% | +$94.1K | 0.04% | 407 |
|
|
2025
Q1 | $7.57M | Buy |
88,000
+3,802
| +5% | +$327K | 0.04% | 427 |
|
|
2024
Q4 | $8.85M | Buy |
84,198
+81,618
| +3,163% | +$8.58M | 0.05% | 384 |
|
|
2024
Q3 | $307K | Sell |
2,580
-70,570
| -96% | -$8.38M | ﹤0.01% | 2064 |
|
|
2024
Q2 | $6.6M | Sell |
73,150
-401
| -0.5% | -$36.2K | 0.04% | 493 |
|
|
2024
Q1 | $5.95M | Buy |
+73,551
| New | +$5.95M | 0.04% | 468 |
|