Lindbrook Capital’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | $95.8K | Buy |
1,113
+126
| +13% | +$10.8K | 0.01% | 698 |
|
2024
Q4 | $104K | Sell |
987
-45
| -4% | -$4.73K | 0.01% | 550 |
|
2024
Q3 | $123K | Buy |
1,032
+125
| +14% | +$14.9K | 0.01% | 502 |
|
2024
Q2 | $81.3K | Buy |
907
+131
| +17% | +$11.7K | 0.01% | 613 |
|
2024
Q1 | $62.2K | Buy |
776
+25
| +3% | +$2.01K | 0.01% | 697 |
|
2023
Q4 | $52.6K | Buy |
751
+144
| +24% | +$10.1K | 0.01% | 735 |
|
2023
Q3 | $36.1K | Buy |
607
+42
| +7% | +$2.5K | ﹤0.01% | 804 |
|
2023
Q2 | $32.1K | Buy |
565
+11
| +2% | +$625 | ﹤0.01% | 872 |
|
2023
Q1 | $29.3K | Buy |
554
+5
| +0.9% | +$265 | ﹤0.01% | 896 |
|
2022
Q4 | $27.4K | Sell |
549
-92
| -14% | -$4.59K | ﹤0.01% | 923 |
|
2022
Q3 | $28K | Buy |
641
+44
| +7% | +$1.92K | ﹤0.01% | 844 |
|
2022
Q2 | $29K | Buy |
597
+231
| +63% | +$11.2K | ﹤0.01% | 852 |
|
2022
Q1 | $20K | Buy |
366
+58
| +19% | +$3.17K | ﹤0.01% | 998 |
|
2021
Q4 | $16K | Buy |
308
+128
| +71% | +$6.65K | ﹤0.01% | 1102 |
|
2021
Q3 | $8K | Sell |
180
-32
| -15% | -$1.42K | ﹤0.01% | 1082 |
|
2021
Q2 | $9K | Hold |
212
| – | – | ﹤0.01% | 1086 |
|
2021
Q1 | $8K | Buy |
212
+46
| +28% | +$1.74K | ﹤0.01% | 1096 |
|
2020
Q4 | $5K | Buy |
166
+23
| +16% | +$693 | ﹤0.01% | 1187 |
|
2020
Q3 | $4K | Hold |
143
| – | – | ﹤0.01% | 1177 |
|
2020
Q2 | $4K | Sell |
143
-572
| -80% | -$16K | ﹤0.01% | 1168 |
|
2020
Q1 | $17K | Buy |
715
+305
| +74% | +$7.25K | 0.01% | 597 |
|
2019
Q4 | $13K | Buy |
410
+71
| +21% | +$2.25K | ﹤0.01% | 857 |
|
2019
Q3 | $11K | Sell |
339
-520
| -61% | -$16.9K | ﹤0.01% | 872 |
|
2019
Q2 | $26K | Buy |
859
+170
| +25% | +$5.15K | 0.01% | 609 |
|
2019
Q1 | $24K | Hold |
689
| – | – | 0.01% | 632 |
|
2018
Q4 | $22K | Buy |
+689
| New | +$22K | 0.01% | 575 |
|