Steward Partners Investment Advisory’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.94M | Buy |
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|
2025
Q1 | $3.27M | Buy |
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|
2024
Q4 | $3.94M | Buy |
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|
2024
Q3 | $4.13M | Buy |
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|
2024
Q2 | $2.06M | Buy |
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|
2024
Q1 | $1.65M | Buy |
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|
2023
Q4 | $1.37M | Buy |
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|
2023
Q3 | $843K | Buy |
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|
2023
Q2 | $567K | Buy |
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|
2023
Q1 | $490K | Sell |
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|
2022
Q4 | $469K | Sell |
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|
2022
Q3 | $430K | Buy |
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|
2022
Q2 | $406K | Buy |
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|
2022
Q1 | $408K | Buy |
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|
2021
Q4 | $220K | Buy |
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|
2021
Q3 | $81K | Buy |
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|
2021
Q2 | $64K | Sell |
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|
2021
Q1 | $111K | Sell |
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|
2020
Q4 | $182K | Sell |
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|
2020
Q3 | $173K | Buy |
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|
2020
Q2 | $167K | Buy |
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|
2020
Q1 | $147K | Buy |
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|
2019
Q4 | $128K | Buy |
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|
2019
Q3 | $62K | Sell |
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|
2019
Q2 | $60K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $87K | Sell |
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|
2018
Q2 | $118K | Sell |
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|
2018
Q1 | $114K | Buy |
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