MAI Capital Management’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 | $908K | Sell |
8,855
-143
| -2% | -$14.7K | 0.01% | 657 |
|
|
2025
Q1 | $774K | Sell |
8,998
-3,872
| -30% | -$333K | 0.01% | 668 |
|
|
2024
Q4 | $1.35M | Buy |
12,870
+3
| +0% | +$315 | 0.01% | 545 |
|
|
2024
Q3 | $1.53M | Sell |
12,867
-937
| -7% | -$111K | 0.01% | 442 |
|
|
2024
Q2 | $1.24M | Buy |
13,804
+1,744
| +14% | +$156K | 0.01% | 520 |
|
|
2024
Q1 | $967K | Sell |
12,060
-607
| -5% | -$48.7K | 0.01% | 575 |
|
|
2023
Q4 | $886K | Buy |
12,667
+406
| +3% | +$28.4K | 0.01% | 484 |
|
|
2023
Q3 | $729K | Buy |
12,261
+2,466
| +25% | +$147K | 0.01% | 508 |
|
|
2023
Q2 | $557K | Sell |
9,795
-5,916
| -38% | -$336K | 0.01% | 586 |
|
|
2023
Q1 | $831K | Sell |
15,711
-202
| -1% | -$10.7K | 0.01% | 467 |
|
|
2022
Q4 | $793K | Buy |
15,913
+280
| +2% | +$14K | 0.01% | 463 |
|
|
2022
Q3 | $687K | Sell |
15,633
-5,782
| -27% | -$254K | 0.01% | 451 |
|
|
2022
Q2 | $1.04M | Buy |
21,415
+12,139
| +131% | +$591K | 0.02% | 352 |
|
|
2022
Q1 | $514K | Buy |
+9,276
| New | +$514K | 0.01% | 530 |
|