Private Advisor Group’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 | $10.2M | Sell |
99,050
-312
| -0.3% | -$32K | 0.05% | 358 |
|
|
2025
Q1 | $8.55M | Buy |
99,362
+4,282
| +5% | +$368K | 0.05% | 383 |
|
|
2024
Q4 | $9.99M | Buy |
95,080
+2,012
| +2% | +$211K | 0.06% | 323 |
|
|
2024
Q3 | $11.1M | Sell |
93,068
-917
| -1% | -$109K | 0.07% | 285 |
|
|
2024
Q2 | $8.42M | Buy |
93,985
+8,877
| +10% | +$796K | 0.06% | 322 |
|
|
2024
Q1 | $6.83M | Buy |
85,108
+1,778
| +2% | +$143K | 0.05% | 361 |
|
|
2023
Q4 | $5.83M | Sell |
83,330
-1,429
| -2% | -$100K | 0.05% | 376 |
|
|
2023
Q3 | $5.04M | Buy |
84,759
+1,581
| +2% | +$94K | 0.05% | 388 |
|
|
2023
Q2 | $4.77M | Sell |
83,178
-1,690
| -2% | -$96.9K | 0.04% | 415 |
|
|
2023
Q1 | $4.49M | Sell |
84,868
-1,893
| -2% | -$100K | 0.04% | 412 |
|
|
2022
Q4 | $417K | Buy |
86,761
+11,457
| +15% | +$55K | 0.02% | 632 |
|
|
2022
Q3 | $3.31M | Sell |
75,304
-27,028
| -26% | -$1.19M | 0.04% | 449 |
|
|
2022
Q2 | $4.98M | Sell |
102,332
-1,540
| -1% | -$75K | 0.04% | 409 |
|
|
2022
Q1 | $5.76M | Buy |
103,872
+13,261
| +15% | +$735K | 0.04% | 400 |
|
|
2021
Q4 | $4.74M | Sell |
90,611
-6,187
| -6% | -$324K | 0.04% | 472 |
|
|
2021
Q3 | $4.21M | Buy |
96,798
+21,489
| +29% | +$934K | 0.03% | 588 |
|
|
2021
Q2 | $3.19M | Buy |
75,309
+1,173
| +2% | +$49.6K | 0.03% | 577 |
|
|
2021
Q1 | $2.74M | Buy |
74,136
+5,434
| +8% | +$201K | 0.03% | 581 |
|
|
2020
Q4 | $2.03M | Sell |
68,702
-1,809
| -3% | -$53.3K | 0.02% | 658 |
|
|
2020
Q3 | $1.89M | Buy |
70,511
+7,112
| +11% | +$191K | 0.02% | 575 |
|
|
2020
Q2 | $1.66M | Buy |
63,399
+7,511
| +13% | +$196K | 0.02% | 590 |
|
|
2020
Q1 | $1.33M | Buy |
55,888
+12,943
| +30% | +$308K | 0.02% | 562 |
|
|
2019
Q4 | $1.37M | Buy |
42,945
+1,106
| +3% | +$35.3K | 0.02% | 651 |
|
|
2019
Q3 | $1.36M | Buy |
41,839
+15,962
| +62% | +$520K | 0.02% | 655 |
|
|
2019
Q2 | $810K | Buy |
25,877
+5,159
| +25% | +$161K | 0.01% | 828 |
|
|
2019
Q1 | $735K | Buy |
20,718
+7,008
| +51% | +$249K | 0.01% | 807 |
|
|
2018
Q4 | $444K | Sell |
13,710
-8,321
| -38% | -$269K | 0.01% | 881 |
|
|
2018
Q3 | $761K | Buy |
22,031
+12,232
| +125% | +$423K | 0.02% | 804 |
|
|
2018
Q2 | $343K | Sell |
9,799
-742
| -7% | -$26K | 0.01% | 921 |
|
|
2018
Q1 | $346K | Buy |
10,541
+4,688
| +80% | +$154K | 0.01% | 826 |
|
|
2017
Q4 | $217K | Sell |
5,853
-7,091
| -55% | -$263K | 0.01% | 1038 |
|
|
2017
Q3 | $496K | Buy |
12,944
+5,015
| +63% | +$192K | 0.01% | 904 |
|
|
2017
Q2 | $265K | Sell |
7,929
-2,443
| -24% | -$81.6K | 0.01% | 1131 |
|
|
2017
Q1 | $365K | Buy |
+10,372
| New | +$365K | 0.01% | 982 |
|
|
2015
Q2 | – | Sell |
-9,591
| Closed | -$350K | – | 1081 |
|
|
2015
Q1 | $350K | Buy |
9,591
+58
| +0.6% | +$2.12K | 0.02% | 681 |
|
|
2014
Q4 | $369K | Sell |
9,533
-772
| -7% | -$29.9K | 0.02% | 640 |
|
|
2014
Q3 | $336K | Buy |
+10,305
| New | +$336K | 0.02% | 657 |
|