Raymond James Financial Services Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $24.7M | Buy |
207,961
+16,175
| +8% | +$1.92M | 0.03% | 463 |
|
|
2024
Q2 | $17.2M | Sell |
191,786
-9,814
| -5% | -$880K | 0.02% | 573 |
|
|
2024
Q1 | $16.2M | Sell |
201,600
-9,406
| -4% | -$754K | 0.02% | 595 |
|
|
2023
Q4 | $14.8M | Sell |
211,006
-3,084
| -1% | -$216K | 0.02% | 595 |
|
|
2023
Q3 | $12.7M | Sell |
214,090
-36,900
| -15% | -$2.19M | 0.02% | 611 |
|
|
2023
Q2 | $14.3M | Buy |
250,990
+11,588
| +5% | +$658K | 0.03% | 572 |
|
|
2023
Q1 | $12.7M | Buy |
239,402
+20,057
| +9% | +$1.06M | 0.02% | 599 |
|
|
2022
Q4 | $10.9M | Sell |
219,345
-4,622
| -2% | -$230K | 0.02% | 617 |
|
|
2022
Q3 | $9.85M | Sell |
223,967
-12,032
| -5% | -$529K | 0.02% | 625 |
|
|
2022
Q2 | $11.5M | Sell |
235,999
-39,278
| -14% | -$1.91M | 0.03% | 582 |
|
|
2022
Q1 | $15.3M | Buy |
275,277
+7,887
| +3% | +$437K | 0.03% | 534 |
|
|
2021
Q4 | $14M | Buy |
267,390
+109,660
| +70% | +$5.74M | 0.03% | 556 |
|
|
2021
Q3 | $6.85M | Buy |
157,730
+47,776
| +43% | +$2.08M | 0.01% | 815 |
|
|
2021
Q2 | $4.65M | Sell |
109,954
-45,065
| -29% | -$1.91M | 0.01% | 1006 |
|
|
2021
Q1 | $5.74M | Buy |
155,019
+47,622
| +44% | +$1.76M | 0.01% | 848 |
|
|
2020
Q4 | $3.17M | Sell |
107,397
-4,334
| -4% | -$128K | 0.01% | 1043 |
|
|
2020
Q3 | $2.99M | Sell |
111,731
-3,343
| -3% | -$89.6K | 0.01% | 980 |
|
|
2020
Q2 | $3M | Sell |
115,074
-6,897
| -6% | -$180K | 0.01% | 934 |
|
|
2020
Q1 | $2.9M | Buy |
121,971
+24,637
| +25% | +$586K | 0.01% | 726 |
|
|
2019
Q4 | $3.1M | Buy |
97,334
+3,027
| +3% | +$96.5K | 0.01% | 944 |
|
|
2019
Q3 | $3.06M | Buy |
94,307
+23,067
| +32% | +$747K | 0.01% | 891 |
|
|
2019
Q2 | $2.23M | Buy |
71,240
+17,297
| +32% | +$541K | 0.01% | 1047 |
|
|
2019
Q1 | $1.91M | Sell |
53,943
-5,094
| -9% | -$181K | 0.01% | 1093 |
|
|
2018
Q4 | $1.91M | Buy |
59,037
+28,205
| +91% | +$914K | 0.01% | 922 |
|
|
2018
Q3 | $1.06M | Buy |
30,832
+2,610
| +9% | +$90.1K | ﹤0.01% | 1429 |
|
|
2018
Q2 | $988K | Buy |
+28,222
| New | +$988K | 0.01% | 1428 |
|
|
2018
Q1 | – | Sell |
-37,208
| Closed | -$1.4M | – | 2593 |
|
|
2017
Q4 | $1.4M | Buy |
37,208
+1,202
| +3% | +$45.4K | 0.01% | 1090 |
|
|
2017
Q3 | $1.4M | Buy |
36,006
+124
| +0.3% | +$4.82K | 0.01% | 1096 |
|
|
2017
Q2 | $1.23M | Sell |
35,882
-17,614
| -33% | -$605K | 0.01% | 1133 |
|
|
2017
Q1 | $1.91M | Sell |
53,496
-14,713
| -22% | -$525K | 0.01% | 854 |
|
|
2016
Q4 | $2.22M | Buy |
68,209
+18,119
| +36% | +$589K | 0.02% | 728 |
|
|
2016
Q3 | $1.88M | Buy |
50,090
+600
| +1% | +$22.5K | 0.02% | 801 |
|
|
2016
Q2 | $1.97M | Sell |
49,490
-530
| -1% | -$21.1K | 0.02% | 739 |
|
|
2016
Q1 | $1.7M | Sell |
50,020
-806
| -2% | -$27.3K | 0.02% | 686 |
|
|
2015
Q4 | $1.37M | Buy |
50,826
+1,129
| +2% | +$30.5K | 0.02% | 789 |
|
|
2015
Q3 | $1.54M | Buy |
+49,697
| New | +$1.54M | 0.03% | 617 |
|