Level Four 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 | $1.06M | Buy |
10,365
+47
| +0.5% | +$4.82K | 0.04% | 371 |
|
2025
Q1 | $888K | Sell |
10,318
-21
| -0.2% | -$1.81K | 0.04% | 371 |
|
2024
Q4 | $1.09M | Buy |
10,339
+142
| +1% | +$14.9K | 0.04% | 325 |
|
2024
Q3 | $1.26M | Sell |
10,197
-522
| -5% | -$64.6K | 0.05% | 301 |
|
2024
Q2 | $961K | Sell |
10,719
-3,777
| -26% | -$339K | 0.04% | 341 |
|
2024
Q1 | $1.01M | Hold |
14,496
| – | – | 0.06% | 298 |
|
2023
Q4 | $1.01M | Buy |
14,496
+1,135
| +8% | +$79.4K | 0.06% | 295 |
|
2023
Q3 | $794K | Sell |
13,361
-1,395
| -9% | -$82.9K | 0.05% | 332 |
|
2023
Q2 | $838K | Sell |
14,756
-2,686
| -15% | -$153K | 0.05% | 327 |
|
2023
Q1 | $923K | Buy |
17,442
+2,627
| +18% | +$139K | 0.06% | 295 |
|
2022
Q4 | $739K | Buy |
+14,815
| New | +$739K | 0.05% | 311 |
|
2021
Q3 | – | Sell |
-5,537
| Closed | -$234K | – | 555 |
|
2021
Q2 | $234K | Buy |
+5,537
| New | +$234K | 0.02% | 594 |
|
2020
Q1 | – | Sell |
-6,962
| Closed | -$221K | – | 523 |
|
2019
Q4 | $221K | Sell |
6,962
-541
| -7% | -$17.2K | 0.01% | 521 |
|
2019
Q3 | $243K | Buy |
7,503
+465
| +7% | +$15.1K | 0.03% | 435 |
|
2019
Q2 | $219K | Buy |
7,038
+231
| +3% | +$7.19K | 0.02% | 482 |
|
2019
Q1 | $242K | Buy |
+6,807
| New | +$242K | 0.03% | 451 |
|