Summit Financial’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 | $1.23M | Buy |
11,882
+5,703
| +92% | +$589K | 0.03% | 375 |
|
|
2025
Q1 | $532K | Buy |
6,179
+44
| +0.7% | +$3.79K | 0.01% | 496 |
|
|
2024
Q4 | $648K | Buy |
6,135
+1,744
| +40% | +$184K | 0.02% | 398 |
|
|
2024
Q3 | $525K | Buy |
4,391
+204
| +5% | +$24.4K | 0.02% | 365 |
|
|
2024
Q2 | $378K | Buy |
4,187
+918
| +28% | +$82.8K | 0.02% | 373 |
|
|
2024
Q1 | $264K | Buy |
+3,269
| New | +$264K | 0.02% | 336 |
|