Sargent Investment 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 | $12.3M | Buy |
136,751
+14,804
| +12% | +$1.33M | 1.66% | 15 |
|
|
2025
Q1 | $10.5M | Sell |
121,947
-3,691
| -3% | -$318K | 1.68% | 15 |
|
|
2024
Q4 | $12.8M | Sell |
125,638
-1,972
| -2% | -$202K | 2.1% | 12 |
|
|
2024
Q3 | $15.2M | Buy |
127,610
+1,250
| +1% | +$149K | 2.72% | 8 |
|
|
2024
Q2 | $11.3M | Sell |
126,360
-9,566
| -7% | -$857K | 2.31% | 9 |
|
|
2024
Q1 | $10.9M | Sell |
135,926
-10,431
| -7% | -$837K | 2.39% | 11 |
|
|
2023
Q4 | $10.2M | Sell |
146,357
-8,368
| -5% | -$586K | 2.24% | 13 |
|
|
2023
Q3 | $9.2M | Sell |
154,725
-9,365
| -6% | -$557K | 2.22% | 12 |
|
|
2023
Q2 | $9.32M | Sell |
164,090
-20,560
| -11% | -$1.17M | 2.26% | 14 |
|
|
2023
Q1 | $9.79M | Sell |
184,650
-5,353
| -3% | -$284K | 2.58% | 11 |
|
|
2022
Q4 | $9.47M | Buy |
190,003
+8,333
| +5% | +$415K | 2.94% | 6 |
|
|
2022
Q3 | $8.36M | Buy |
181,670
+5,965
| +3% | +$274K | 2.6% | 8 |
|
|
2022
Q2 | $8.56M | Buy |
175,705
+660
| +0.4% | +$32.1K | 2.64% | 9 |
|
|
2022
Q1 | $9.7M | Buy |
175,045
+4,570
| +3% | +$253K | 2.44% | 12 |
|
|
2021
Q4 | $8.92M | Buy |
170,475
+6,400
| +4% | +$335K | 2.03% | 14 |
|
|
2021
Q3 | $7.13M | Buy |
164,075
+4,252
| +3% | +$185K | 1.73% | 15 |
|
|
2021
Q2 | $6.76M | Buy |
159,823
+3,150
| +2% | +$133K | 1.61% | 16 |
|
|
2021
Q1 | $5.8M | Buy |
156,673
+22,250
| +17% | +$823K | 1.53% | 16 |
|
|
2020
Q4 | $3.96M | Buy |
134,423
+2,440
| +2% | +$71.9K | 1.25% | 22 |
|
|
2020
Q3 | $3.54M | Buy |
131,983
+16,638
| +14% | +$446K | 1.29% | 19 |
|
|
2020
Q2 | $3.03M | Buy |
115,345
+34,451
| +43% | +$904K | 1.14% | 23 |
|
|
2020
Q1 | $1.93M | Buy |
80,894
+74,109
| +1,092% | +$1.76M | 0.89% | 28 |
|
|
2019
Q4 | $216K | Buy |
+6,785
| New | +$216K | 0.08% | 136 |
|