RMDI
R.M. Davis Inc’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $494K | Sell |
4,818
-600
| -11% | -$61.5K | 0.01% | 205 |
|
|
2025
Q1 | $466K | Hold |
5,418
| – | – | 0.01% | 210 |
|
|
2024
Q4 | $569K | Sell |
5,418
-268
| -5% | -$28.2K | 0.01% | 182 |
|
|
2024
Q3 | $676K | Hold |
5,686
| – | – | 0.01% | 169 |
|
|
2024
Q2 | $510K | Buy |
5,686
+2,268
| +66% | +$203K | 0.01% | 192 |
|
|
2024
Q1 | $274K | Hold |
3,418
| – | – | 0.01% | 234 |
|
|
2023
Q4 | $239K | Hold |
3,418
| – | – | 0.01% | 242 |
|
|
2023
Q3 | $203K | Buy |
+3,418
| New | +$203K | 0.01% | 263 |
|
|
2022
Q2 | – | Sell |
-6,422
| Closed | -$356K | – | 269 |
|
|
2022
Q1 | $356K | Buy |
+6,422
| New | +$356K | 0.01% | 212 |
|