Kovitz Investment Group Partners’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 | $437K | Sell |
4,259
-256
| -6% | -$26.3K | ﹤0.01% | 1023 |
|
|
2025
Q1 | $388K | Buy |
4,515
+348
| +8% | +$29.9K | ﹤0.01% | 970 |
|
|
2024
Q4 | $438K | Buy |
4,167
+5
| +0.1% | +$526 | ﹤0.01% | 933 |
|
|
2024
Q3 | $495K | Buy |
4,162
+773
| +23% | +$91.9K | ﹤0.01% | 756 |
|
|
2024
Q2 | $304K | Buy |
3,389
+3
| +0.1% | +$269 | ﹤0.01% | 727 |
|
|
2024
Q1 | $272K | Buy |
3,386
+195
| +6% | +$15.6K | ﹤0.01% | 593 |
|
|
2023
Q4 | $223K | Buy |
+3,191
| New | +$223K | ﹤0.01% | 389 |
|