Naples Global 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
Q1 | – | Sell |
-2,250
| Closed | -$238K | – | 404 |
|
|
2024
Q4 | $238K | Sell |
2,250
-200
| -8% | -$21.2K | 0.02% | 372 |
|
|
2024
Q3 | $293K | Sell |
2,450
-250
| -9% | -$29.9K | 0.03% | 350 |
|
|
2024
Q2 | $244K | Sell |
2,700
-50
| -2% | -$4.51K | 0.02% | 364 |
|
|
2024
Q1 | $222K | Buy |
+2,750
| New | +$222K | 0.02% | 378 |
|