Retirement Planning Company of New England’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 | $1.17M | Buy |
11,455
+23
| +0.2% | +$2.36K | 0.52% | 54 |
|
|
2025
Q1 | $984K | Buy |
11,432
+182
| +2% | +$15.7K | 0.49% | 57 |
|
|
2024
Q4 | $1.18M | Sell |
11,250
-8
| -0.1% | -$841 | 0.57% | 43 |
|
|
2024
Q3 | $1.34M | Buy |
11,258
+43
| +0.4% | +$5.11K | 0.67% | 38 |
|
|
2024
Q2 | $1.01M | Hold |
11,215
| – | – | 0.55% | 50 |
|
|
2024
Q1 | $900K | Sell |
11,215
-243
| -2% | -$19.5K | 0.49% | 62 |
|
|
2023
Q4 | $802K | Buy |
11,458
+113
| +1% | +$7.91K | 0.36% | 84 |
|
|
2023
Q3 | $674K | Sell |
11,345
-242
| -2% | -$14.4K | 0.38% | 86 |
|
|
2023
Q2 | $658K | Sell |
11,587
-244
| -2% | -$13.9K | 0.38% | 82 |
|
|
2023
Q1 | $626K | Buy |
11,831
+75
| +0.6% | +$3.97K | 0.38% | 87 |
|
|
2022
Q4 | $586K | Sell |
11,756
-129
| -1% | -$6.43K | 0.38% | 89 |
|
|
2022
Q3 | $522K | Buy |
11,885
+170
| +1% | +$7.47K | 0.38% | 89 |
|
|
2022
Q2 | $570K | Buy |
11,715
+258
| +2% | +$12.6K | 0.39% | 86 |
|
|
2022
Q1 | $634K | Buy |
11,457
+338
| +3% | +$18.7K | 0.36% | 90 |
|
|
2021
Q4 | $581K | Buy |
+11,119
| New | +$581K | 0.28% | 98 |
|