Sowell Financial Services’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 | $330K | Sell |
3,218
-96
| -3% | -$9.85K | 0.01% | 747 |
|
|
2025
Q1 | $285K | Buy |
+3,314
| New | +$285K | 0.01% | 784 |
|
|
2021
Q2 | – | Sell |
-1,402
| Closed | -$58K | – | 1604 |
|
|
2021
Q1 | $58K | Buy |
1,402
+33
| +2% | +$1.37K | ﹤0.01% | 1594 |
|
|
2020
Q4 | $40K | Buy |
1,369
+250
| +22% | +$7.31K | ﹤0.01% | 1479 |
|
|
2020
Q3 | $30K | Sell |
1,119
-339
| -23% | -$9.09K | ﹤0.01% | 1380 |
|
|
2020
Q2 | $38K | Buy |
1,458
+354
| +32% | +$9.23K | ﹤0.01% | 1260 |
|
|
2020
Q1 | $26K | Sell |
1,104
-2,210
| -67% | -$52K | ﹤0.01% | 1298 |
|
|
2019
Q4 | $106K | Buy |
3,314
+3,118
| +1,591% | +$99.7K | 0.01% | 902 |
|
|
2019
Q3 | $6K | Buy |
+196
| New | +$6K | ﹤0.01% | 1691 |
|