NewEdge 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 | $3.35M | Buy |
32,646
+5,250
| +19% | +$539K | 0.02% | 724 |
|
|
2025
Q1 | $2.36M | Sell |
27,396
-2,582
| -9% | -$222K | 0.01% | 789 |
|
|
2024
Q4 | $3.15M | Sell |
29,978
-9,386
| -24% | -$987K | 0.02% | 654 |
|
|
2024
Q3 | $4.68M | Sell |
39,364
-4,676
| -11% | -$556K | 0.03% | 500 |
|
|
2024
Q2 | $3.95M | Buy |
44,040
+14,625
| +50% | +$1.31M | 0.03% | 519 |
|
|
2024
Q1 | $2.36M | Buy |
29,415
+3,590
| +14% | +$288K | 0.02% | 634 |
|
|
2023
Q4 | $1.77M | Sell |
25,825
-49
| -0.2% | -$3.36K | 0.02% | 712 |
|
|
2023
Q3 | $1.54M | Sell |
25,874
-571
| -2% | -$33.9K | 0.02% | 682 |
|
|
2023
Q2 | $1.5M | Buy |
26,445
+11,328
| +75% | +$644K | 0.02% | 694 |
|
|
2023
Q1 | $800K | Sell |
15,117
-15,166
| -50% | -$802K | 0.01% | 891 |
|
|
2022
Q4 | $1.18M | Buy |
30,283
+7,481
| +33% | +$291K | 0.03% | 465 |
|
|
2022
Q3 | $1M | Sell |
22,802
-3,004
| -12% | -$132K | 0.02% | 643 |
|
|
2022
Q2 | $1.26M | Buy |
25,806
+1,385
| +6% | +$67.4K | 0.02% | 587 |
|
|
2022
Q1 | $1.35M | Sell |
24,421
-19,366
| -44% | -$1.07M | 0.02% | 538 |
|
|
2021
Q4 | $2.29M | Buy |
43,787
+14,361
| +49% | +$751K | 0.03% | 407 |
|
|
2021
Q3 | $1.28M | Buy |
29,426
+14,154
| +93% | +$615K | 0.03% | 441 |
|
|
2021
Q2 | $646K | Buy |
+15,272
| New | +$646K | 0.02% | 659 |
|
|
2017
Q3 | – | Sell |
-800
| Closed | -$26.8K | – | 726 |
|
|
2017
Q2 | $26.8K | Buy |
+800
| New | +$26.8K | ﹤0.01% | 655 |
|