Plante Moran Financial 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 | – | Sell |
-555
| Closed | -$47.8K | – | 819 |
|
|
2025
Q1 | $47.8K | Buy |
+555
| New | +$47.8K | ﹤0.01% | 350 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 899 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 875 |
|
|
2018
Q2 | – | Sell |
-56
| Closed | -$2K | – | 896 |
|
|
2018
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 840 |
|
|
2017
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 790 |
|
|
2017
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 727 |
|
|
2017
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 746 |
|
|
2017
Q1 | $2K | Hold |
56
| – | – | ﹤0.01% | 793 |
|
|
2016
Q4 | $2K | Hold |
56
| – | – | ﹤0.01% | 853 |
|
|
2016
Q3 | $2K | Hold |
56
| – | – | ﹤0.01% | 836 |
|
|
2016
Q2 | $2K | Hold |
56
| – | – | ﹤0.01% | 793 |
|
|
2016
Q1 | $2K | Sell |
56
-312
| -85% | -$11.1K | ﹤0.01% | 727 |
|
|
2015
Q4 | $10K | Buy |
368
+304
| +475% | +$8.26K | 0.01% | 578 |
|
|
2015
Q3 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 656 |
|