Montag & Associates’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 | $1.02M | Hold |
9,878
| – | – | 0.05% | 237 |
|
|
2025
Q1 | $855K | Hold |
9,878
| – | – | 0.04% | 255 |
|
|
2024
Q4 | $1.05M | Sell |
9,878
-400
| -4% | -$42.3K | 0.05% | 242 |
|
|
2024
Q3 | $1.23M | Buy |
10,278
+7
| +0.1% | +$837 | 0.06% | 226 |
|
|
2024
Q2 | $927K | Buy |
10,271
+700
| +7% | +$63.2K | 0.05% | 240 |
|
|
2024
Q1 | $774K | Sell |
9,571
-825
| -8% | -$66.7K | 0.04% | 275 |
|
|
2023
Q4 | $734K | Buy |
10,396
+825
| +9% | +$58.3K | 0.04% | 266 |
|
|
2023
Q3 | $575K | Sell |
9,571
-323
| -3% | -$19.4K | 0.04% | 276 |
|
|
2023
Q2 | $568K | Hold |
9,894
| – | – | 0.04% | 270 |
|
|
2023
Q1 | $530K | Hold |
9,894
| – | – | 0.03% | 272 |
|
|
2022
Q4 | $499K | Hold |
9,894
| – | – | 0.03% | 260 |
|
|
2022
Q3 | $441K | Sell |
9,894
-149
| -1% | -$6.64K | 0.03% | 271 |
|
|
2022
Q2 | $495K | Sell |
10,043
-550
| -5% | -$27.1K | 0.03% | 265 |
|
|
2022
Q1 | $587K | Buy |
10,593
+4,828
| +84% | +$268K | 0.03% | 273 |
|
|
2021
Q4 | $302K | Buy |
5,765
+550
| +11% | +$28.8K | 0.01% | 349 |
|
|
2021
Q3 | $227K | Buy |
+5,215
| New | +$227K | 0.01% | 368 |
|