NewEdge 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 | $1.05M | Sell |
11,422
-260
| -2% | -$23.9K | 0.02% | 519 |
|
|
2025
Q1 | $1.01M | Buy |
11,682
+3,863
| +49% | +$332K | 0.02% | 482 |
|
|
2024
Q4 | $822K | Sell |
7,819
-637
| -8% | -$67K | 0.01% | 524 |
|
|
2024
Q3 | $1M | Sell |
8,456
-537
| -6% | -$63.8K | 0.02% | 469 |
|
|
2024
Q2 | $806K | Sell |
8,993
-78
| -0.9% | -$6.99K | 0.02% | 450 |
|
|
2024
Q1 | $698K | Sell |
9,071
-638
| -7% | -$49.1K | 0.02% | 486 |
|
|
2023
Q4 | $679K | Sell |
9,709
-5,307
| -35% | -$371K | 0.02% | 455 |
|
|
2023
Q3 | $893K | Sell |
15,016
-2,341
| -13% | -$139K | 0.03% | 372 |
|
|
2023
Q2 | $986K | Buy |
17,357
+4,382
| +34% | +$249K | 0.03% | 356 |
|
|
2023
Q1 | $687K | Buy |
12,975
+7,622
| +142% | +$403K | 0.03% | 368 |
|
|
2022
Q4 | $267K | Sell |
5,353
-180
| -3% | -$8.97K | 0.01% | 469 |
|
|
2022
Q3 | $243K | Buy |
+5,533
| New | +$243K | 0.01% | 463 |
|