Summit Trail 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 | $651K | Buy |
6,283
+2,664
| +74% | +$276K | 0.01% | 632 |
|
|
2025
Q1 | $315K | Sell |
3,619
-2,085
| -37% | -$182K | 0.01% | 319 |
|
|
2024
Q4 | $604K | Buy |
5,704
+927
| +19% | +$98.1K | 0.02% | 189 |
|
|
2024
Q3 | $571K | Buy |
+4,777
| New | +$571K | 0.01% | 371 |
|
|
2018
Q1 | – | Sell |
-774
| Closed | -$29K | – | 1046 |
|
|
2017
Q4 | $29K | Buy |
+774
| New | +$29K | ﹤0.01% | 951 |
|