SeaCrest Wealth Management’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 | $319K | Sell |
3,112
-169
| -5% | -$17.3K | 0.03% | 444 |
|
|
2025
Q1 | $282K | Sell |
3,281
-2,509
| -43% | -$216K | 0.03% | 500 |
|
|
2024
Q4 | $609K | Sell |
5,790
-596
| -9% | -$62.6K | 0.06% | 290 |
|
|
2024
Q3 | $759K | Sell |
6,386
-714
| -10% | -$84.8K | 0.08% | 241 |
|
|
2024
Q2 | $636K | Sell |
7,100
-164
| -2% | -$14.7K | 0.07% | 267 |
|
|
2024
Q1 | $583K | Sell |
7,264
-270
| -4% | -$21.7K | 0.07% | 282 |
|
|
2023
Q4 | $503K | Buy |
7,534
+366
| +5% | +$24.4K | 0.06% | 310 |
|
|
2023
Q3 | $426K | Sell |
7,168
-38
| -0.5% | -$2.26K | 0.06% | 345 |
|
|
2023
Q2 | $409K | Sell |
7,206
-238
| -3% | -$13.5K | 0.05% | 376 |
|
|
2023
Q1 | $394K | Buy |
7,444
+778
| +12% | +$41.2K | 0.05% | 391 |
|
|
2022
Q4 | $332K | Sell |
6,666
-341
| -5% | -$17K | 0.05% | 425 |
|
|
2022
Q3 | $308K | Sell |
7,007
-749
| -10% | -$32.9K | 0.05% | 423 |
|
|
2022
Q2 | $378K | Buy |
7,756
+377
| +5% | +$18.4K | 0.05% | 412 |
|
|
2022
Q1 | $409K | Buy |
7,379
+989
| +15% | +$54.8K | 0.05% | 422 |
|
|
2021
Q4 | $334K | Buy |
6,390
+111
| +2% | +$5.8K | 0.04% | 478 |
|
|
2021
Q3 | $273K | Sell |
6,279
-294
| -4% | -$12.8K | 0.03% | 515 |
|
|
2021
Q2 | $278K | Buy |
6,573
+24
| +0.4% | +$1.02K | 0.03% | 526 |
|
|
2021
Q1 | $242K | Sell |
6,549
-345
| -5% | -$12.7K | 0.03% | 536 |
|
|
2020
Q4 | $203K | Buy |
+6,894
| New | +$203K | 0.03% | 565 |
|
|
2019
Q2 | – | Sell |
-3,239
| Closed | -$115K | – | 1167 |
|
|
2019
Q1 | $115K | Buy |
3,239
+300
| +10% | +$10.7K | 0.02% | 647 |
|
|
2018
Q4 | $95K | Sell |
2,939
-80
| -3% | -$2.59K | 0.02% | 678 |
|
|
2018
Q3 | $104K | Buy |
3,019
+1,690
| +127% | +$58.2K | 0.02% | 730 |
|
|
2018
Q2 | $47K | Sell |
1,329
-100
| -7% | -$3.54K | 0.01% | 1017 |
|
|
2018
Q1 | $47K | Buy |
1,429
+400
| +39% | +$13.2K | 0.01% | 975 |
|
|
2017
Q4 | $39K | Buy |
+1,029
| New | +$39K | 0.01% | 1063 |
|