Stratos Wealth Partners’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 | $527K | Buy |
5,140
+1,828
| +55% | +$188K | 0.01% | 906 |
|
|
2025
Q1 | $285K | Buy |
3,312
+118
| +4% | +$10.2K | ﹤0.01% | 1119 |
|
|
2024
Q4 | $336K | Buy |
3,194
+8
| +0.3% | +$841 | ﹤0.01% | 1103 |
|
|
2024
Q3 | $379K | Buy |
+3,186
| New | +$379K | 0.01% | 1045 |
|
|
2021
Q3 | – | Sell |
-5,006
| Closed | -$212K | – | 1224 |
|
|
2021
Q2 | $212K | Buy |
+5,006
| New | +$212K | 0.01% | 1098 |
|
|
2020
Q4 | – | Sell |
-9,709
| Closed | -$260K | – | 1096 |
|
|
2020
Q3 | $260K | Buy |
9,709
+1,022
| +12% | +$27.4K | 0.01% | 836 |
|
|
2020
Q2 | $227K | Buy |
+8,687
| New | +$227K | 0.01% | 859 |
|
|
2020
Q1 | – | Sell |
-8,108
| Closed | -$258K | – | 978 |
|
|
2019
Q4 | $258K | Buy |
8,108
+190
| +2% | +$6.05K | 0.01% | 810 |
|
|
2019
Q3 | $256K | Buy |
7,918
+731
| +10% | +$23.6K | 0.01% | 783 |
|
|
2019
Q2 | $225K | Sell |
7,187
-43
| -0.6% | -$1.35K | 0.01% | 832 |
|
|
2019
Q1 | $256K | Buy |
+7,230
| New | +$256K | 0.01% | 771 |
|
|
2018
Q4 | – | Sell |
-10,979
| Closed | -$379K | – | 1643 |
|
|
2018
Q3 | $379K | Buy |
10,979
+1,556
| +17% | +$53.7K | 0.02% | 628 |
|
|
2018
Q2 | $330K | Buy |
9,423
+5
| +0.1% | +$175 | 0.01% | 700 |
|
|
2018
Q1 | $309K | Buy |
9,418
+3,046
| +48% | +$99.9K | 0.01% | 707 |
|
|
2017
Q4 | $240K | Buy |
+6,372
| New | +$240K | 0.01% | 788 |
|
|
2017
Q3 | – | Sell |
-9,101
| Closed | -$313K | – | 942 |
|
|
2017
Q2 | $313K | Buy |
9,101
+358
| +4% | +$12.3K | 0.02% | 619 |
|
|
2017
Q1 | $312K | Buy |
+8,743
| New | +$312K | 0.02% | 569 |
|