Personal CFO Solutions’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 | $239K | Buy |
+2,326
| New | +$239K | 0.04% | 407 |
|
|
2025
Q1 | – | Sell |
-2,446
| Closed | -$257K | – | 473 |
|
|
2024
Q4 | $257K | Sell |
2,446
-2,567
| -51% | -$270K | 0.05% | 374 |
|
|
2024
Q3 | $596K | Sell |
5,013
-103
| -2% | -$12.2K | 0.08% | 222 |
|
|
2024
Q2 | $458K | Buy |
5,116
+107
| +2% | +$9.59K | 0.07% | 265 |
|
|
2024
Q1 | $402K | Buy |
5,009
+510
| +11% | +$40.9K | 0.06% | 312 |
|
|
2023
Q4 | $315K | Sell |
4,499
-199
| -4% | -$13.9K | 0.05% | 367 |
|
|
2023
Q3 | $279K | Buy |
4,698
+59
| +1% | +$3.51K | 0.06% | 339 |
|
|
2023
Q2 | $264K | Buy |
4,639
+87
| +2% | +$4.94K | 0.05% | 363 |
|
|
2023
Q1 | $241K | Sell |
4,552
-657
| -13% | -$34.8K | 0.05% | 383 |
|
|
2022
Q4 | $260K | Buy |
5,209
+301
| +6% | +$15K | 0.06% | 343 |
|
|
2022
Q3 | $216K | Buy |
4,908
+7
| +0.1% | +$308 | 0.05% | 348 |
|
|
2022
Q2 | $239K | Sell |
4,901
-481
| -9% | -$23.5K | 0.06% | 331 |
|
|
2022
Q1 | $298K | Buy |
5,382
+30
| +0.6% | +$1.66K | 0.06% | 329 |
|
|
2021
Q4 | $280K | Sell |
5,352
-2,051
| -28% | -$107K | 0.05% | 345 |
|
|
2021
Q3 | $322K | Buy |
7,403
+11
| +0.1% | +$478 | 0.07% | 270 |
|
|
2021
Q2 | $313K | Buy |
7,392
+83
| +1% | +$3.51K | 0.06% | 277 |
|
|
2021
Q1 | $271K | Buy |
+7,309
| New | +$271K | 0.06% | 293 |
|