Strategic Investment Advisors’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 | $407K | Sell |
4,008
-1,852
| -32% | -$188K | 0.04% | 181 |
|
|
2025
Q1 | $504K | Sell |
5,860
-4,485
| -43% | -$386K | 0.05% | 162 |
|
|
2024
Q4 | $1.09M | Buy |
10,345
+255
| +3% | +$26.8K | 0.12% | 104 |
|
|
2024
Q3 | $1.2M | Sell |
10,090
-343
| -3% | -$40.8K | 0.13% | 100 |
|
|
2024
Q2 | $935K | Buy |
10,433
+1,443
| +16% | +$129K | 0.11% | 114 |
|
|
2024
Q1 | $721K | Sell |
8,990
-989
| -10% | -$79.3K | 0.09% | 138 |
|
|
2023
Q4 | $698K | Sell |
9,979
-861
| -8% | -$60.3K | 0.1% | 136 |
|
|
2023
Q3 | $644K | Buy |
+10,840
| New | +$644K | 0.11% | 148 |
|
|
2023
Q2 | – | Sell |
-11,278
| Closed | -$597K | – | 210 |
|
|
2023
Q1 | $597K | Sell |
11,278
-74
| -0.7% | -$3.92K | 0.11% | 141 |
|
|
2022
Q4 | $566K | Sell |
11,352
-548
| -5% | -$27.3K | 0.12% | 143 |
|
|
2022
Q3 | $523K | Buy |
11,900
+92
| +0.8% | +$4.04K | 0.12% | 136 |
|
|
2022
Q2 | $575K | Buy |
11,808
+23
| +0.2% | +$1.12K | 0.11% | 137 |
|
|
2022
Q1 | $653K | Buy |
+11,785
| New | +$653K | 0.12% | 136 |
|