LPL Financial’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 | $69.1M | Buy |
673,596
+42,787
| +7% | +$4.39M | 0.02% | 625 |
|
|
2025
Q1 | $54.3M | Buy |
630,809
+61,974
| +11% | +$5.33M | 0.02% | 650 |
|
|
2024
Q4 | $59.8M | Sell |
568,835
-21,795
| -4% | -$2.29M | 0.02% | 573 |
|
|
2024
Q3 | $70.2M | Buy |
590,630
+89,131
| +18% | +$10.6M | 0.03% | 487 |
|
|
2024
Q2 | $44.9M | Buy |
501,499
+43,498
| +9% | +$3.9M | 0.02% | 602 |
|
|
2024
Q1 | $36.7M | Sell |
458,001
-60,434
| -12% | -$4.85M | 0.02% | 660 |
|
|
2023
Q4 | $36.3M | Buy |
518,435
+44,831
| +9% | +$3.14M | 0.02% | 612 |
|
|
2023
Q3 | $28.2M | Buy |
473,604
+2,338
| +0.5% | +$139K | 0.02% | 665 |
|
|
2023
Q2 | $26.8M | Buy |
471,266
+40,629
| +9% | +$2.31M | 0.02% | 667 |
|
|
2023
Q1 | $22.8M | Sell |
430,637
-1,535
| -0.4% | -$81.2K | 0.02% | 706 |
|
|
2022
Q4 | $21.5M | Buy |
432,172
+24,295
| +6% | +$1.21M | 0.02% | 677 |
|
|
2022
Q3 | $17.9M | Buy |
407,877
+4,838
| +1% | +$213K | 0.02% | 696 |
|
|
2022
Q2 | $19.6M | Buy |
403,039
+14,254
| +4% | +$694K | 0.02% | 654 |
|
|
2022
Q1 | $21.5M | Sell |
388,785
-11,536
| -3% | -$639K | 0.02% | 639 |
|
|
2021
Q4 | $20.9M | Sell |
400,321
-7,939
| -2% | -$415K | 0.02% | 653 |
|
|
2021
Q3 | $17.7M | Buy |
408,260
+9,548
| +2% | +$415K | 0.02% | 674 |
|
|
2021
Q2 | $16.9M | Buy |
398,712
+20,696
| +5% | +$876K | 0.02% | 654 |
|
|
2021
Q1 | $14M | Sell |
378,016
-20,605
| -5% | -$763K | 0.02% | 681 |
|
|
2020
Q4 | $11.8M | Buy |
398,621
+93,775
| +31% | +$2.76M | 0.02% | 677 |
|
|
2020
Q3 | $8.17M | Sell |
304,846
-7,095
| -2% | -$190K | 0.01% | 721 |
|
|
2020
Q2 | $8.14M | Buy |
311,941
+11,481
| +4% | +$300K | 0.01% | 664 |
|
|
2020
Q1 | $7.15M | Buy |
300,460
+24,525
| +9% | +$584K | 0.02% | 619 |
|
|
2019
Q4 | $8.79M | Buy |
275,935
+49,678
| +22% | +$1.58M | 0.02% | 624 |
|
|
2019
Q3 | $7.33M | Buy |
226,257
+37,604
| +20% | +$1.22M | 0.01% | 640 |
|
|
2019
Q2 | $5.91M | Buy |
188,653
+91,644
| +94% | +$2.87M | 0.01% | 714 |
|
|
2019
Q1 | $3.44M | Buy |
97,009
+18,926
| +24% | +$671K | 0.01% | 914 |
|
|
2018
Q4 | $2.53M | Buy |
78,083
+7,536
| +11% | +$244K | 0.01% | 958 |
|
|
2018
Q3 | $2.44M | Buy |
70,547
+2,884
| +4% | +$99.5K | 0.01% | 1046 |
|
|
2018
Q2 | $2.37M | Buy |
67,663
+2,985
| +5% | +$105K | 0.01% | 1025 |
|
|
2018
Q1 | $2.13M | Buy |
64,678
+12,187
| +23% | +$400K | 0.01% | 1078 |
|
|
2017
Q4 | $1.98M | Sell |
52,491
-6,936
| -12% | -$262K | 0.01% | 1057 |
|
|
2017
Q3 | $2.31M | Sell |
59,427
-3,390
| -5% | -$132K | 0.01% | 906 |
|
|
2017
Q2 | $2.16M | Buy |
62,817
+5,727
| +10% | +$197K | 0.01% | 889 |
|
|
2017
Q1 | $2.02M | Buy |
57,090
+11,790
| +26% | +$417K | 0.01% | 836 |
|
|
2016
Q4 | $1.5M | Buy |
45,300
+5,647
| +14% | +$187K | 0.01% | 950 |
|
|
2016
Q3 | $1.41M | Buy |
39,653
+16,240
| +69% | +$575K | 0.01% | 964 |
|
|
2016
Q2 | $936K | Sell |
23,413
-10,972
| -32% | -$439K | 0.01% | 1219 |
|
|
2016
Q1 | $1.12M | Sell |
34,385
-439
| -1% | -$14.3K | ﹤0.01% | 1586 |
|
|
2015
Q4 | $952K | Buy |
34,824
+17,245
| +98% | +$471K | ﹤0.01% | 1720 |
|
|
2015
Q3 | $557K | Buy |
17,579
+277
| +2% | +$8.78K | ﹤0.01% | 1694 |
|
|
2015
Q2 | $540K | Buy |
17,302
+2,222
| +15% | +$69.3K | ﹤0.01% | 1841 |
|
|
2015
Q1 | $547K | Sell |
15,080
-948
| -6% | -$34.4K | ﹤0.01% | 1793 |
|
|
2014
Q4 | $620K | Sell |
16,028
-8,021
| -33% | -$310K | ﹤0.01% | 1617 |
|
|
2014
Q3 | $774K | Buy |
24,049
+7,544
| +46% | +$243K | ﹤0.01% | 1455 |
|
|
2014
Q2 | $541K | Sell |
16,505
-2,187
| -12% | -$71.7K | ﹤0.01% | 1742 |
|
|
2014
Q1 | $476K | Sell |
18,692
-306
| -2% | -$7.79K | ﹤0.01% | 1779 |
|
|
2013
Q4 | $533K | Sell |
18,998
-242
| -1% | -$6.79K | ﹤0.01% | 1687 |
|
|
2013
Q3 | $453K | Buy |
19,240
+4,139
| +27% | +$97.5K | ﹤0.01% | 1725 |
|
|
2013
Q2 | $371K | Buy |
+15,101
| New | +$371K | ﹤0.01% | 1761 |
|