Symphony 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 | $651K | Buy |
7,462
+3,198
| +75% | +$279K | 0.09% | 132 |
|
|
2025
Q1 | $368K | Sell |
4,264
-13,535
| -76% | -$1.17M | 0.22% | 69 |
|
|
2024
Q4 | $1.95M | Buy |
17,799
+230
| +1% | +$25.2K | 0.31% | 71 |
|
|
2024
Q3 | $2.08M | Buy |
17,569
+1,128
| +7% | +$133K | 0.34% | 68 |
|
|
2024
Q2 | $1.49M | Buy |
16,441
+13,875
| +541% | +$1.26M | 0.27% | 76 |
|
|
2024
Q1 | $206K | Sell |
2,566
-11,445
| -82% | -$918K | 0.05% | 183 |
|
|
2023
Q4 | $943K | Buy |
+14,011
| New | +$943K | 0.2% | 89 |
|