Kestra Private Wealth 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 | $1.52M | Buy |
14,827
+290
| +2% | +$29.7K | 0.02% | 581 |
|
|
2025
Q1 | $1.25M | Buy |
14,537
+1,860
| +15% | +$160K | 0.02% | 599 |
|
|
2024
Q4 | $1.33M | Sell |
12,677
-534
| -4% | -$56.1K | 0.02% | 550 |
|
|
2024
Q3 | $1.58M | Sell |
13,211
-1,012
| -7% | -$121K | 0.03% | 483 |
|
|
2024
Q2 | $1.28M | Buy |
14,223
+42
| +0.3% | +$3.79K | 0.03% | 499 |
|
|
2024
Q1 | $1.15M | Buy |
+14,181
| New | +$1.15M | 0.03% | 520 |
|
|
2020
Q4 | – | Sell |
-66,077
| Closed | -$1.77M | – | 763 |
|
|
2020
Q3 | $1.77M | Buy |
+66,077
| New | +$1.77M | 0.15% | 152 |
|