Lokken Investment 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 | $357K | Hold |
3,479
| – | – | 0.14% | 100 |
|
|
2025
Q1 | $299K | Buy |
3,479
+5
| +0.1% | +$430 | 0.13% | 102 |
|
|
2024
Q4 | $365K | Hold |
3,474
| – | – | 0.16% | 94 |
|
|
2024
Q3 | $413K | Hold |
3,474
| – | – | 0.17% | 99 |
|
|
2024
Q2 | $311K | Hold |
3,474
| – | – | 0.15% | 105 |
|
|
2024
Q1 | $279K | Hold |
3,474
| – | – | 0.14% | 109 |
|
|
2023
Q4 | $243K | Hold |
3,474
| – | – | 0.14% | 115 |
|
|
2023
Q3 | $207K | Buy |
+3,474
| New | +$207K | 0.14% | 121 |
|