Merit Financial 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 | $2.03M | Buy |
19,821
+4,543
| +30% | +$466K | 0.02% | 515 |
|
2025
Q1 | $1.31M | Buy |
15,278
+345
| +2% | +$29.7K | 0.02% | 556 |
|
2024
Q4 | $1.57M | Buy |
14,933
+7,137
| +92% | +$750K | 0.03% | 401 |
|
2024
Q3 | $926K | Sell |
7,796
-817
| -9% | -$97.1K | 0.02% | 443 |
|
2024
Q2 | $772K | Sell |
8,613
-40
| -0.5% | -$3.59K | 0.02% | 477 |
|
2024
Q1 | $652K | Sell |
8,653
-25
| -0.3% | -$1.88K | 0.02% | 507 |
|
2023
Q4 | $607K | Sell |
8,678
-709
| -8% | -$49.6K | 0.02% | 445 |
|
2023
Q3 | $558K | Sell |
9,387
-267
| -3% | -$15.9K | 0.02% | 432 |
|
2023
Q2 | $549K | Sell |
9,654
-116
| -1% | -$6.59K | 0.02% | 449 |
|
2023
Q1 | $517K | Buy |
9,770
+127
| +1% | +$6.72K | 0.02% | 389 |
|
2022
Q4 | $481K | Buy |
9,643
+339
| +4% | +$16.9K | 0.02% | 430 |
|
2022
Q3 | $409K | Sell |
9,304
-308
| -3% | -$13.5K | 0.02% | 387 |
|
2022
Q2 | $468K | Buy |
9,612
+481
| +5% | +$23.4K | 0.01% | 364 |
|
2022
Q1 | $506K | Buy |
9,131
+31
| +0.3% | +$1.72K | 0.03% | 230 |
|
2021
Q4 | $476K | Hold |
9,100
| – | – | 0.05% | 170 |
|
2021
Q3 | $395K | Hold |
9,100
| – | – | 0.04% | 179 |
|
2021
Q2 | $385K | Hold |
9,100
| – | – | 0.04% | 181 |
|
2021
Q1 | $337K | Sell |
9,100
-400
| -4% | -$14.8K | 0.04% | 182 |
|
2020
Q4 | $280K | Buy |
+9,500
| New | +$280K | 0.03% | 177 |
|