L.M. Kohn & Company’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 | $425K | Sell |
4,147
-25
| -0.6% | -$2.56K | 0.11% | 154 |
|
|
2025
Q1 | $359K | Hold |
4,172
| – | – | 0.09% | 176 |
|
|
2024
Q4 | $439K | Sell |
4,172
-70
| -2% | -$7.36K | 0.11% | 149 |
|
|
2024
Q3 | $504K | Sell |
4,242
-245
| -5% | -$29.1K | 0.13% | 146 |
|
|
2024
Q2 | $402K | Buy |
4,487
+20
| +0.4% | +$1.79K | 0.11% | 157 |
|
|
2024
Q1 | $358K | Sell |
4,467
-408
| -8% | -$32.7K | 0.1% | 180 |
|
|
2023
Q4 | $341K | Hold |
4,875
| – | – | 0.11% | 167 |
|
|
2023
Q3 | $290K | Hold |
4,875
| – | – | 0.11% | 171 |
|
|
2023
Q2 | $277K | Hold |
4,875
| – | – | 0.1% | 176 |
|
|
2023
Q1 | $258K | Hold |
4,875
| – | – | 0.11% | 181 |
|
|
2022
Q4 | $243K | Buy |
4,875
+100
| +2% | +$4.99K | 0.11% | 182 |
|
|
2022
Q3 | $210K | Hold |
4,775
| – | – | 0.1% | 187 |
|
|
2022
Q2 | $233K | Hold |
4,775
| – | – | 0.11% | 195 |
|
|
2022
Q1 | $265K | Buy |
+4,775
| New | +$265K | 0.1% | 203 |
|