Sheets Smith 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 | $606K | Sell |
5,910
-30
| -0.5% | -$3.08K | 0.07% | 254 |
|
|
2025
Q1 | $511K | Sell |
5,940
-115
| -2% | -$9.9K | 0.06% | 252 |
|
|
2024
Q4 | $636K | Sell |
6,055
-355
| -6% | -$37.3K | 0.08% | 220 |
|
|
2024
Q3 | $762K | Sell |
6,410
-50
| -0.8% | -$5.94K | 0.09% | 186 |
|
|
2024
Q2 | $579K | Hold |
6,460
| – | – | 0.07% | 220 |
|
|
2024
Q1 | $518K | Hold |
6,460
| – | – | 0.06% | 237 |
|
|
2023
Q4 | $452K | Sell |
6,460
-245
| -4% | -$17.1K | 0.06% | 228 |
|
|
2023
Q3 | $399K | Sell |
6,705
-200
| -3% | -$11.9K | 0.06% | 231 |
|
|
2023
Q2 | $392K | Hold |
6,905
| – | – | 0.06% | 237 |
|
|
2023
Q1 | $365K | Hold |
6,905
| – | – | 0.06% | 240 |
|
|
2022
Q4 | $344K | Sell |
6,905
-675
| -9% | -$33.6K | 0.05% | 236 |
|
|
2022
Q3 | $333K | Hold |
7,580
| – | – | 0.06% | 233 |
|
|
2022
Q2 | $369K | Hold |
7,580
| – | – | 0.06% | 221 |
|
|
2022
Q1 | $420K | Hold |
7,580
| – | – | 0.06% | 240 |
|
|
2021
Q4 | $397K | Hold |
7,580
| – | – | 0.05% | 263 |
|
|
2021
Q3 | $329K | Sell |
7,580
-85
| -1% | -$3.69K | 0.04% | 285 |
|
|
2021
Q2 | $324K | Hold |
7,665
| – | – | 0.04% | 292 |
|
|
2021
Q1 | $284K | Sell |
7,665
-675
| -8% | -$25K | 0.04% | 282 |
|
|
2020
Q4 | $246K | Buy |
8,340
+40
| +0.5% | +$1.18K | 0.04% | 299 |
|
|
2020
Q3 | $222K | Sell |
8,300
-260
| -3% | -$6.95K | 0.04% | 271 |
|
|
2020
Q2 | $223K | Sell |
8,560
-367
| -4% | -$9.56K | 0.04% | 231 |
|
|
2020
Q1 | $212K | Buy |
8,927
+762
| +9% | +$18.1K | 0.04% | 248 |
|
|
2019
Q4 | $260K | Buy |
8,165
+405
| +5% | +$12.9K | 0.05% | 285 |
|
|
2019
Q3 | $251K | Buy |
7,760
+250
| +3% | +$8.09K | 0.05% | 271 |
|
|
2019
Q2 | $235K | Sell |
7,510
-1,000
| -12% | -$31.3K | 0.05% | 294 |
|
|
2019
Q1 | $302K | Hold |
8,510
| – | – | 0.07% | 270 |
|
|
2018
Q4 | $276K | Hold |
8,510
| – | – | 0.07% | 237 |
|
|
2018
Q3 | $294K | Buy |
8,510
+620
| +8% | +$21.4K | 0.06% | 293 |
|
|
2018
Q2 | $276K | Buy |
7,890
+375
| +5% | +$13.1K | 0.06% | 273 |
|
|
2018
Q1 | $247K | Buy |
+7,515
| New | +$247K | 0.06% | 280 |
|