Sigma Planning Corp’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 | $393K | Sell |
3,829
-311
| -8% | -$31.9K | 0.01% | 877 |
|
|
2025
Q1 | $356K | Buy |
4,140
+868
| +27% | +$74.7K | 0.01% | 873 |
|
|
2024
Q4 | $344K | Sell |
3,272
-1,329
| -29% | -$140K | 0.01% | 884 |
|
|
2024
Q3 | $547K | Sell |
4,601
-736
| -14% | -$87.5K | 0.02% | 711 |
|
|
2024
Q2 | $478K | Sell |
5,337
-1,285
| -19% | -$115K | 0.02% | 740 |
|
|
2024
Q1 | $531K | Buy |
6,622
+2,813
| +74% | +$226K | 0.02% | 735 |
|
|
2023
Q4 | $267K | Sell |
3,809
-3,667
| -49% | -$257K | 0.02% | 668 |
|
|
2023
Q3 | $445K | Sell |
7,476
-979
| -12% | -$58.2K | 0.02% | 768 |
|
|
2023
Q2 | $480K | Sell |
8,455
-5,989
| -41% | -$340K | 0.02% | 746 |
|
|
2023
Q1 | $764K | Buy |
14,444
+53
| +0.4% | +$2.8K | 0.03% | 625 |
|
|
2022
Q4 | $717K | Buy |
14,391
+2,324
| +19% | +$116K | 0.03% | 616 |
|
|
2022
Q3 | $531K | Buy |
12,067
+164
| +1% | +$7.22K | 0.02% | 710 |
|
|
2022
Q2 | $580K | Sell |
11,903
-702
| -6% | -$34.2K | 0.02% | 695 |
|
|
2022
Q1 | $698K | Sell |
12,605
-136
| -1% | -$7.53K | 0.02% | 687 |
|
|
2021
Q4 | $667K | Sell |
12,741
-135
| -1% | -$7.07K | 0.02% | 708 |
|
|
2021
Q3 | $559K | Sell |
12,876
-5,240
| -29% | -$227K | 0.02% | 761 |
|
|
2021
Q2 | $767K | Sell |
18,116
-1,920
| -10% | -$81.3K | 0.02% | 640 |
|
|
2021
Q1 | $742K | Sell |
20,036
-8,472
| -30% | -$314K | 0.02% | 601 |
|
|
2020
Q4 | $840K | Sell |
28,508
-5,193
| -15% | -$153K | 0.03% | 487 |
|
|
2020
Q3 | $903K | Sell |
33,701
-1,398
| -4% | -$37.5K | 0.04% | 423 |
|
|
2020
Q2 | $916K | Buy |
35,099
+3,414
| +11% | +$89.1K | 0.04% | 408 |
|
|
2020
Q1 | $754K | Sell |
31,685
-30,534
| -49% | -$727K | 0.04% | 381 |
|
|
2019
Q4 | $1.98M | Buy |
62,219
+11,120
| +22% | +$354K | 0.08% | 243 |
|
|
2019
Q3 | $1.66M | Buy |
51,099
+9,226
| +22% | +$299K | 0.08% | 260 |
|
|
2019
Q2 | $1.31M | Buy |
41,873
+4,551
| +12% | +$142K | 0.07% | 287 |
|
|
2019
Q1 | $1.32M | Buy |
37,322
+6,772
| +22% | +$240K | 0.08% | 262 |
|
|
2018
Q4 | $990K | Buy |
30,550
+14,862
| +95% | +$482K | 0.07% | 260 |
|
|
2018
Q3 | $542K | Buy |
15,688
+4,045
| +35% | +$140K | 0.03% | 458 |
|
|
2018
Q2 | $408K | Buy |
11,643
+3,217
| +38% | +$113K | 0.03% | 519 |
|
|
2018
Q1 | $277K | Sell |
8,426
-90
| -1% | -$2.96K | 0.02% | 635 |
|
|
2017
Q4 | $321K | Sell |
8,516
-1,200
| -12% | -$45.2K | 0.02% | 577 |
|
|
2017
Q3 | $378K | Buy |
+9,716
| New | +$378K | 0.03% | 517 |
|