Steward Partners Investment Advisory’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 | $3.94M | Buy |
38,385
+353
| +0.9% | +$36.2K | 0.03% | 492 |
|
|
2025
Q1 | $3.27M | Buy |
38,032
+513
| +1% | +$44.1K | 0.03% | 516 |
|
|
2024
Q4 | $3.94M | Buy |
37,519
+2,764
| +8% | +$291K | 0.04% | 440 |
|
|
2024
Q3 | $4.13M | Buy |
34,755
+11,783
| +51% | +$1.4M | 0.04% | 418 |
|
|
2024
Q2 | $2.06M | Buy |
22,972
+2,358
| +11% | +$211K | 0.02% | 573 |
|
|
2024
Q1 | $1.65M | Buy |
20,614
+974
| +5% | +$78.1K | 0.02% | 633 |
|
|
2023
Q4 | $1.37M | Buy |
19,640
+5,466
| +39% | +$383K | 0.02% | 621 |
|
|
2023
Q3 | $843K | Buy |
14,174
+4,203
| +42% | +$250K | 0.01% | 737 |
|
|
2023
Q2 | $567K | Buy |
9,971
+704
| +8% | +$40K | 0.01% | 893 |
|
|
2023
Q1 | $490K | Sell |
9,267
-145
| -2% | -$7.67K | 0.01% | 934 |
|
|
2022
Q4 | $469K | Sell |
9,412
-370
| -4% | -$18.4K | 0.01% | 926 |
|
|
2022
Q3 | $430K | Buy |
9,782
+1,445
| +17% | +$63.5K | 0.01% | 907 |
|
|
2022
Q2 | $406K | Buy |
8,337
+974
| +13% | +$47.4K | 0.01% | 930 |
|
|
2022
Q1 | $408K | Buy |
7,363
+3,157
| +75% | +$175K | 0.01% | 999 |
|
|
2021
Q4 | $220K | Buy |
4,206
+2,338
| +125% | +$122K | ﹤0.01% | 1274 |
|
|
2021
Q3 | $81K | Buy |
1,868
+354
| +23% | +$15.4K | ﹤0.01% | 1648 |
|
|
2021
Q2 | $64K | Sell |
1,514
-1,478
| -49% | -$62.5K | ﹤0.01% | 2848 |
|
|
2021
Q1 | $111K | Sell |
2,992
-3,178
| -52% | -$118K | ﹤0.01% | 1564 |
|
|
2020
Q4 | $182K | Sell |
6,170
-287
| -4% | -$8.47K | ﹤0.01% | 1115 |
|
|
2020
Q3 | $173K | Buy |
6,457
+61
| +1% | +$1.63K | ﹤0.01% | 994 |
|
|
2020
Q2 | $167K | Buy |
6,396
+210
| +3% | +$5.48K | ﹤0.01% | 941 |
|
|
2020
Q1 | $147K | Buy |
6,186
+2,142
| +53% | +$50.9K | 0.01% | 879 |
|
|
2019
Q4 | $128K | Buy |
4,044
+2,122
| +110% | +$67.2K | ﹤0.01% | 1026 |
|
|
2019
Q3 | $62K | Sell |
1,922
-12
| -0.6% | -$387 | ﹤0.01% | 1272 |
|
|
2019
Q2 | $60K | Buy |
+1,934
| New | +$60K | ﹤0.01% | 1270 |
|
|
2018
Q4 | – | Sell |
-2,533
| Closed | -$87K | – | 1444 |
|
|
2018
Q3 | $87K | Sell |
2,533
-830
| -25% | -$28.5K | ﹤0.01% | 977 |
|
|
2018
Q2 | $118K | Sell |
3,363
-113
| -3% | -$3.97K | 0.01% | 800 |
|
|
2018
Q1 | $114K | Buy |
+3,476
| New | +$114K | 0.01% | 740 |
|