Stephens Inc’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 | $430K | Buy |
4,191
+3
| +0.1% | +$308 | 0.01% | 891 |
|
2025
Q1 | $360K | Buy |
4,188
+2
| +0% | +$172 | 0.01% | 922 |
|
2024
Q4 | $440K | Sell |
4,186
-174
| -4% | -$18.3K | 0.01% | 884 |
|
2024
Q3 | $518K | Buy |
4,360
+3
| +0.1% | +$357 | 0.01% | 825 |
|
2024
Q2 | $390K | Buy |
4,357
+537
| +14% | +$48.1K | 0.01% | 897 |
|
2024
Q1 | $306K | Sell |
3,820
-118
| -3% | -$9.46K | ﹤0.01% | 997 |
|
2023
Q4 | $276K | Sell |
3,938
-679
| -15% | -$47.5K | ﹤0.01% | 966 |
|
2023
Q3 | $275K | Buy |
4,617
+264
| +6% | +$15.7K | 0.01% | 929 |
|
2023
Q2 | $247K | Buy |
+4,353
| New | +$247K | ﹤0.01% | 988 |
|
2022
Q3 | – | Sell |
-5,754
| Closed | -$280K | – | 1232 |
|
2022
Q2 | $280K | Buy |
+5,754
| New | +$280K | 0.01% | 940 |
|
2018
Q4 | – | Sell |
-12,948
| Closed | -$447K | – | 1149 |
|
2018
Q3 | $447K | Sell |
12,948
-2,353
| -15% | -$81.2K | 0.01% | 805 |
|
2018
Q2 | $536K | Buy |
15,301
+5,439
| +55% | +$191K | 0.02% | 590 |
|
2018
Q1 | $324K | Sell |
9,862
-75,349
| -88% | -$2.48M | 0.01% | 566 |
|
2017
Q4 | $3.22M | Sell |
85,211
-2,064
| -2% | -$77.9K | 0.12% | 197 |
|
2017
Q3 | $3.4M | Buy |
+87,275
| New | +$3.4M | 0.12% | 181 |
|