Larson Financial Group’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 | $251K | Buy |
2,449
+790
| +48% | +$81K | 0.01% | 615 |
|
|
2025
Q1 | $143K | Buy |
1,659
+1,101
| +197% | +$94.7K | 0.01% | 687 |
|
|
2024
Q4 | $58.7K | Buy |
558
+1
| +0.2% | +$105 | ﹤0.01% | 850 |
|
|
2024
Q3 | $66.2K | Buy |
557
+128
| +30% | +$15.2K | ﹤0.01% | 823 |
|
|
2024
Q2 | $38.4K | Sell |
429
-354
| -45% | -$31.7K | ﹤0.01% | 872 |
|
|
2024
Q1 | $62.8K | Sell |
783
-450
| -36% | -$36.1K | ﹤0.01% | 637 |
|
|
2023
Q4 | $86.3K | Sell |
1,233
-3
| -0.2% | -$210 | 0.01% | 521 |
|
|
2023
Q3 | $73.5K | Buy |
1,236
+1,207
| +4,162% | +$71.8K | 0.01% | 520 |
|
|
2023
Q2 | $1.64K | Sell |
29
-217
| -88% | -$12.3K | ﹤0.01% | 1297 |
|
|
2023
Q1 | $13K | Buy |
246
+20
| +9% | +$1.06K | ﹤0.01% | 853 |
|
|
2022
Q4 | $11.3K | Sell |
226
-27
| -11% | -$1.35K | ﹤0.01% | 828 |
|
|
2022
Q3 | $11K | Buy |
253
+197
| +352% | +$8.57K | ﹤0.01% | 773 |
|
|
2022
Q2 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 965 |
|
|
2020
Q3 | – | Sell |
-1,329
| Closed | -$35K | – | 778 |
|
|
2020
Q2 | $35K | Buy |
1,329
+6
| +0.5% | +$158 | 0.02% | 220 |
|
|
2020
Q1 | $31K | Buy |
1,323
+289
| +28% | +$6.77K | 0.02% | 191 |
|
|
2019
Q4 | $33K | Buy |
1,034
+307
| +42% | +$9.8K | 0.02% | 178 |
|
|
2019
Q3 | $24K | Buy |
727
+4
| +0.6% | +$132 | 0.02% | 200 |
|
|
2019
Q2 | $23K | Buy |
723
+542
| +299% | +$17.2K | 0.02% | 176 |
|
|
2019
Q1 | $6K | Buy |
181
+1
| +0.6% | +$33 | ﹤0.01% | 272 |
|
|
2018
Q4 | $6K | Buy |
+180
| New | +$6K | 0.01% | 261 |
|