Strategic Financial Concepts’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,308
| Closed | -$243K | – | 346 |
|
|
2024
Q4 | $243K | Buy |
2,308
+5
| +0.2% | +$525 | 0.05% | 287 |
|
|
2024
Q3 | $274K | Sell |
2,303
-230,948
| -99% | -$27.4M | 0.09% | 193 |
|
|
2024
Q2 | $2.3K | Buy |
+233,251
| New | +$2.3K | ﹤0.01% | 546 |
|
|
2023
Q3 | – | Sell |
-3,853
| Closed | -$219K | – | 274 |
|
|
2023
Q2 | $219K | Sell |
3,853
-457
| -11% | -$26K | 0.08% | 215 |
|
|
2023
Q1 | $228K | Buy |
+4,310
| New | +$228K | 0.09% | 195 |
|