Northwestern Mutual Wealth Management’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 | $6.18M | Buy |
60,230
+5,458
| +10% | +$560K | ﹤0.01% | 627 |
|
|
2025
Q1 | $4.71M | Buy |
54,772
+1,691
| +3% | +$145K | ﹤0.01% | 672 |
|
|
2024
Q4 | $5.58M | Buy |
53,081
+53
| +0.1% | +$5.57K | ﹤0.01% | 588 |
|
|
2024
Q3 | $6.3M | Buy |
53,028
+934
| +2% | +$111K | 0.01% | 564 |
|
|
2024
Q2 | $4.67M | Buy |
52,094
+1,213
| +2% | +$109K | ﹤0.01% | 601 |
|
|
2024
Q1 | $4.08M | Sell |
50,881
-714
| -1% | -$57.3K | ﹤0.01% | 608 |
|
|
2023
Q4 | $3.61M | Sell |
51,595
-1,241
| -2% | -$86.8K | ﹤0.01% | 615 |
|
|
2023
Q3 | $3.14M | Buy |
52,836
+1,346
| +3% | +$80K | ﹤0.01% | 608 |
|
|
2023
Q2 | $2.93M | Buy |
51,490
+3,602
| +8% | +$205K | ﹤0.01% | 615 |
|
|
2023
Q1 | $2.53M | Buy |
47,888
+4,383
| +10% | +$232K | ﹤0.01% | 625 |
|
|
2022
Q4 | $2.17M | Buy |
43,505
+3,715
| +9% | +$185K | ﹤0.01% | 646 |
|
|
2022
Q3 | $1.75M | Sell |
39,790
-274
| -0.7% | -$12.1K | ﹤0.01% | 662 |
|
|
2022
Q2 | $1.95M | Buy |
40,064
+1,218
| +3% | +$59.3K | ﹤0.01% | 630 |
|
|
2022
Q1 | $2.15M | Buy |
38,846
+9,011
| +30% | +$499K | ﹤0.01% | 624 |
|
|
2021
Q4 | $1.56M | Buy |
29,835
+4,961
| +20% | +$260K | ﹤0.01% | 671 |
|
|
2021
Q3 | $1.08M | Buy |
24,874
+2,824
| +13% | +$123K | ﹤0.01% | 740 |
|
|
2021
Q2 | $933K | Buy |
22,050
+6,136
| +39% | +$260K | ﹤0.01% | 779 |
|
|
2021
Q1 | $589K | Buy |
15,914
+2,863
| +22% | +$106K | ﹤0.01% | 864 |
|
|
2020
Q4 | $385K | Buy |
13,051
+529
| +4% | +$15.6K | ﹤0.01% | 916 |
|
|
2020
Q3 | $336K | Buy |
12,522
+657
| +6% | +$17.6K | ﹤0.01% | 862 |
|
|
2020
Q2 | $310K | Buy |
11,865
+1,140
| +11% | +$29.8K | ﹤0.01% | 836 |
|
|
2020
Q1 | $255K | Buy |
10,725
+7,761
| +262% | +$185K | ﹤0.01% | 814 |
|
|
2019
Q4 | $94K | Sell |
2,964
-59
| -2% | -$1.87K | ﹤0.01% | 1213 |
|
|
2019
Q3 | $98K | Buy |
3,023
+1,374
| +83% | +$44.5K | ﹤0.01% | 1164 |
|
|
2019
Q2 | $52K | Sell |
1,649
-461
| -22% | -$14.5K | ﹤0.01% | 1364 |
|
|
2019
Q1 | $75K | Sell |
2,110
-400
| -16% | -$14.2K | ﹤0.01% | 1196 |
|
|
2018
Q4 | $81K | Sell |
2,510
-630
| -20% | -$20.3K | ﹤0.01% | 1063 |
|
|
2018
Q3 | $108K | Buy |
3,140
+933
| +42% | +$32.1K | ﹤0.01% | 1017 |
|
|
2018
Q2 | $77K | Buy |
2,207
+911
| +70% | +$31.8K | ﹤0.01% | 1084 |
|
|
2018
Q1 | $43K | Sell |
1,296
-417
| -24% | -$13.8K | ﹤0.01% | 1259 |
|
|
2017
Q4 | $65K | Buy |
1,713
+384
| +29% | +$14.6K | ﹤0.01% | 1051 |
|
|
2017
Q3 | $52K | Sell |
1,329
-1,333
| -50% | -$52.2K | ﹤0.01% | 1101 |
|
|
2017
Q2 | $91K | Buy |
2,662
+1,410
| +113% | +$48.2K | ﹤0.01% | 913 |
|
|
2017
Q1 | $45K | Sell |
1,252
-170
| -12% | -$6.11K | ﹤0.01% | 1062 |
|
|
2016
Q4 | $46K | Buy |
+1,422
| New | +$46K | ﹤0.01% | 1052 |
|
|
2016
Q3 | – | Sell |
-1,560
| Closed | -$63K | – | 843 |
|
|
2016
Q2 | $63K | Buy |
1,560
+697
| +81% | +$28.1K | ﹤0.01% | 852 |
|
|
2016
Q1 | $30K | Hold |
863
| – | – | ﹤0.01% | 1051 |
|
|
2015
Q4 | $23K | Buy |
863
+400
| +86% | +$10.7K | ﹤0.01% | 967 |
|
|
2015
Q3 | $14K | Hold |
463
| – | – | ﹤0.01% | 1018 |
|
|
2015
Q2 | $14K | Hold |
463
| – | – | ﹤0.01% | 934 |
|
|
2015
Q1 | $17K | Sell |
463
-519
| -53% | -$19.1K | ﹤0.01% | 906 |
|
|
2014
Q4 | $38K | Buy |
982
+441
| +82% | +$17.1K | ﹤0.01% | 711 |
|
|
2014
Q3 | $18K | Buy |
541
+85
| +19% | +$2.83K | ﹤0.01% | 839 |
|
|
2014
Q2 | $15K | Hold |
456
| – | – | ﹤0.01% | 826 |
|
|
2014
Q1 | $12K | Sell |
456
-170
| -27% | -$4.47K | ﹤0.01% | 842 |
|
|
2013
Q4 | $18K | Buy |
626
+34
| +6% | +$978 | ﹤0.01% | 803 |
|
|
2013
Q3 | $15K | Buy |
592
+39
| +7% | +$988 | ﹤0.01% | 793 |
|
|
2013
Q2 | $14K | Buy |
+553
| New | +$14K | ﹤0.01% | 788 |
|