Pathway Financial Advisers’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 | $1.04M | Sell |
10,153
-221
| -2% | -$22.7K | 0.34% | 93 |
|
2025
Q1 | $893K | Sell |
10,374
-2,245
| -18% | -$193K | 0.31% | 97 |
|
2024
Q4 | $1.33M | Sell |
12,619
-106
| -0.8% | -$11.1K | 0.44% | 70 |
|
2024
Q3 | $1.51M | Sell |
12,725
-2,841
| -18% | -$338K | 0.68% | 45 |
|
2024
Q2 | $1.39M | Sell |
15,566
-8
| -0.1% | -$715 | 0.5% | 68 |
|
2024
Q1 | $1.25M | Sell |
15,574
-3,754
| -19% | -$301K | 0.45% | 72 |
|
2023
Q4 | $1.35M | Sell |
19,328
-48
| -0.2% | -$3.36K | 0.51% | 69 |
|
2023
Q3 | $1.15M | Buy |
+19,376
| New | +$1.15M | 0.48% | 69 |
|
2023
Q1 | $1.01M | Buy |
19,162
+708
| +4% | +$37.5K | 0.41% | 76 |
|
2022
Q4 | $920K | Buy |
+18,454
| New | +$920K | 0.37% | 79 |
|