Lido Advisors’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 | $1.91M | Sell |
18,476
-14,783
| -44% | -$1.53M | 0.01% | 554 |
|
|
2025
Q1 | $2.89M | Buy |
33,259
+6,971
| +27% | +$605K | 0.01% | 438 |
|
|
2024
Q4 | $2.78M | Sell |
26,288
-65,690
| -71% | -$6.95M | 0.01% | 415 |
|
|
2024
Q3 | $10.9M | Sell |
91,978
-5,885
| -6% | -$699K | 0.05% | 180 |
|
|
2024
Q2 | $8.83M | Buy |
97,863
+91,270
| +1,384% | +$8.24M | 0.05% | 189 |
|
|
2024
Q1 | $533K | Buy |
6,593
+1,731
| +36% | +$140K | ﹤0.01% | 800 |
|
|
2023
Q4 | $343K | Buy |
4,862
+858
| +21% | +$60.6K | ﹤0.01% | 879 |
|
|
2023
Q3 | $238K | Buy |
+4,004
| New | +$238K | ﹤0.01% | 909 |
|
|
2020
Q4 | – | Sell |
-20,750
| Closed | -$569K | – | 734 |
|
|
2020
Q3 | $569K | Buy |
+20,750
| New | +$569K | 0.01% | 312 |
|
|
2019
Q3 | – | Sell |
-16,189
| Closed | -$513K | – | 531 |
|
|
2019
Q2 | $513K | Buy |
+16,189
| New | +$513K | 0.03% | 267 |
|
|
2018
Q4 | – | Sell |
-20,000
| Closed | -$702K | – | 431 |
|
|
2018
Q3 | $702K | Buy |
+20,000
| New | +$702K | 0.07% | 165 |
|