Summit Securities Group’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 | $20.4K | Buy |
+199
| New | +$20.4K | ﹤0.01% | 596 |
|
|
2025
Q1 | – | Sell |
-2,000
| Closed | -$210K | – | 794 |
|
|
2024
Q4 | $210K | Buy |
+2,000
| New | +$210K | 0.04% | 97 |
|
|
2024
Q2 | – | Sell |
-200
| Closed | -$16K | – | 544 |
|
|
2024
Q1 | $16K | Sell |
200
-1,100
| -85% | -$88K | ﹤0.01% | 195 |
|
|
2023
Q4 | $91K | Buy |
1,300
+1,000
| +333% | +$70K | 0.01% | 188 |
|
|
2023
Q3 | $18K | Sell |
300
-781
| -72% | -$46.9K | ﹤0.01% | 221 |
|
|
2023
Q2 | $61K | Sell |
1,081
-1,457
| -57% | -$82.2K | 0.01% | 255 |
|
|
2023
Q1 | $134K | Sell |
2,538
-7,683
| -75% | -$406K | 0.01% | 152 |
|
|
2022
Q4 | $510K | Buy |
10,221
+2,021
| +25% | +$101K | 0.02% | 105 |
|
|
2022
Q3 | $361K | Buy |
8,200
+5,492
| +203% | +$242K | 0.03% | 180 |
|
|
2022
Q2 | $132K | Sell |
2,708
-911
| -25% | -$44.4K | 0.02% | 233 |
|
|
2022
Q1 | $201K | Sell |
3,619
-3,311
| -48% | -$184K | 0.02% | 231 |
|
|
2021
Q4 | $363K | Sell |
6,930
-3,470
| -33% | -$182K | 0.02% | 260 |
|
|
2021
Q3 | $452K | Buy |
+10,400
| New | +$452K | 0.04% | 193 |
|
|
2021
Q1 | – | Sell |
-7,300
| Closed | -$215K | – | 327 |
|
|
2020
Q4 | $215K | Buy |
+7,300
| New | +$215K | 0.02% | 235 |
|
|
2019
Q3 | – | Sell |
-13,200
| Closed | -$413K | – | 188 |
|
|
2019
Q2 | $413K | Buy |
+13,200
| New | +$413K | 0.05% | 82 |
|
|
2016
Q1 | – | Hold |
0
| – | – | – | 242 |
|
|
2015
Q4 | – | Sell |
-770
| Closed | -$24K | – | 310 |
|
|
2015
Q3 | $24K | Hold |
770
| – | – | 0.02% | 178 |
|
|
2015
Q2 | $24K | Sell |
770
-1,320
| -63% | -$41.1K | 0.01% | 291 |
|
|
2015
Q1 | $76K | Sell |
2,090
-8,150
| -80% | -$296K | 0.06% | 129 |
|
|
2014
Q4 | $396K | Buy |
10,240
+3,340
| +48% | +$129K | 0.11% | 124 |
|
|
2014
Q3 | $225K | Buy |
+6,900
| New | +$225K | 0.07% | 189 |
|
|
2014
Q2 | – | Sell |
-216
| Closed | -$6K | – | 514 |
|
|
2014
Q1 | $6K | Buy |
+216
| New | +$6K | ﹤0.01% | 277 |
|