Naviter Wealth’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 | $2.31M | Buy |
22,341
+1,572
| +8% | +$162K | 0.28% | 93 |
|
|
2025
Q1 | $1.78M | Buy |
20,769
+753
| +4% | +$64.7K | 0.22% | 131 |
|
|
2024
Q4 | $2.12M | Buy |
20,016
+2,531
| +14% | +$268K | 0.26% | 108 |
|
|
2024
Q3 | $2.09M | Sell |
17,485
-1,600
| -8% | -$191K | 0.29% | 100 |
|
|
2024
Q2 | $1.72M | Buy |
19,085
+673
| +4% | +$60.7K | 0.26% | 114 |
|
|
2024
Q1 | $1.49M | Buy |
18,412
+66
| +0.4% | +$5.34K | 0.24% | 118 |
|
|
2023
Q4 | $1.3M | Buy |
18,346
+2,928
| +19% | +$207K | 0.26% | 103 |
|
|
2023
Q3 | $927K | Buy |
15,418
+1,329
| +9% | +$79.9K | 0.22% | 110 |
|
|
2023
Q2 | $809K | Buy |
14,089
+1,860
| +15% | +$107K | 0.21% | 127 |
|
|
2023
Q1 | $653K | Buy |
12,229
+3,825
| +46% | +$204K | 0.23% | 124 |
|
|
2022
Q4 | $438K | Buy |
8,404
+1,251
| +17% | +$65.2K | 0.12% | 161 |
|
|
2022
Q3 | $319K | Buy |
+7,153
| New | +$319K | 0.13% | 156 |
|