Loring Wolcott & Coolidge Fiduciary Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.4K | Hold |
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|
2025
Q1 | $29.9K | Hold |
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|
2024
Q4 | $36.9K | Hold |
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|
2024
Q3 | $44.7K | Hold |
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|
2024
Q2 | $35.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $10K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $77K | Sell |
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|
2017
Q4 | $118K | Hold |
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|
2017
Q3 | $122K | Buy |
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|
2017
Q2 | $104K | Sell |
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|
2017
Q1 | $105K | Hold |
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|
2016
Q4 | $95K | Buy |
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|
2016
Q3 | $104K | Hold |
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|
2016
Q2 | $110K | Hold |
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|
2016
Q1 | $94K | Sell |
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|
2015
Q4 | $88K | Hold |
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|
2015
Q3 | $101K | Hold |
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|
2015
Q2 | $101K | Hold |
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|
2015
Q1 | $119K | Hold |
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|
2014
Q4 | $126K | Sell |
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|
2014
Q3 | $115K | Sell |
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|
2014
Q2 | $153K | Buy |
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|
2014
Q1 | $115K | Buy |
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|
2013
Q4 | $88K | Hold |
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|
2013
Q3 | $78K | Hold |
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|
2013
Q2 | $77K | Buy |
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