Moneta Group Investment Advisors’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 | $201K | Buy |
+1,963
| New | +$201K | ﹤0.01% | 676 |
|
|
2025
Q1 | – | Sell |
-4,931
| Closed | -$518K | – | 684 |
|
|
2024
Q4 | $518K | Buy |
4,931
+1,010
| +26% | +$106K | 0.01% | 406 |
|
|
2024
Q3 | $466K | Buy |
3,921
+250
| +7% | +$29.7K | 0.01% | 422 |
|
|
2024
Q2 | $329K | Sell |
3,671
-316
| -8% | -$28.3K | 0.01% | 464 |
|
|
2024
Q1 | $320K | Sell |
3,987
-835
| -17% | -$67K | 0.01% | 468 |
|
|
2023
Q4 | $337K | Buy |
4,822
+1,116
| +30% | +$78.1K | 0.01% | 416 |
|
|
2023
Q3 | $220K | Sell |
3,706
-51
| -1% | -$3.03K | 0.01% | 475 |
|
|
2023
Q2 | $213K | Buy |
+3,757
| New | +$213K | ﹤0.01% | 496 |
|
|
2023
Q1 | – | Sell |
-3,795
| Closed | -$207K | – | 546 |
|
|
2022
Q4 | $207K | Buy |
+3,795
| New | +$207K | 0.01% | 432 |
|
|
2022
Q3 | – | Sell |
-5,484
| Closed | -$267K | – | 450 |
|
|
2022
Q2 | $267K | Buy |
5,484
+521
| +10% | +$25.4K | 0.01% | 398 |
|
|
2022
Q1 | $275K | Buy |
4,963
+893
| +22% | +$49.5K | 0.01% | 372 |
|
|
2021
Q4 | $213K | Buy |
+4,070
| New | +$213K | 0.01% | 444 |
|
|
2018
Q3 | – | Sell |
-554
| Closed | -$19K | – | 300 |
|
|
2018
Q2 | $19K | Buy |
+554
| New | +$19K | ﹤0.01% | 361 |
|