TD Private Client Wealth’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 | $705K | Buy |
6,869
+869
| +14% | +$89.1K | 0.02% | 421 |
|
|
2025
Q1 | $516K | Buy |
6,000
+9
| +0.2% | +$774 | 0.01% | 436 |
|
|
2024
Q4 | $630K | Sell |
5,991
-4,104
| -41% | -$431K | 0.02% | 423 |
|
|
2024
Q3 | $1.2M | Sell |
10,095
-1,451
| -13% | -$172K | 0.03% | 339 |
|
|
2024
Q2 | $1.03M | Sell |
11,546
-154
| -1% | -$13.8K | 0.03% | 343 |
|
|
2024
Q1 | $938K | Sell |
11,700
-2,674
| -19% | -$214K | 0.03% | 356 |
|
|
2023
Q4 | $1.01M | Sell |
14,374
-45,547
| -76% | -$3.19M | 0.04% | 331 |
|
|
2023
Q3 | $3.56M | Sell |
59,921
-19,421
| -24% | -$1.15M | 0.15% | 138 |
|
|
2023
Q2 | $4.51M | Sell |
79,342
-3,691
| -4% | -$210K | 0.19% | 116 |
|
|
2023
Q1 | $4.39M | Buy |
83,033
+1,018
| +1% | +$53.9K | 0.2% | 116 |
|
|
2022
Q4 | $4.09M | Sell |
82,015
-1,668
| -2% | -$83.2K | 0.19% | 114 |
|
|
2022
Q3 | $3.68M | Sell |
83,683
-683
| -0.8% | -$30K | 0.19% | 123 |
|
|
2022
Q2 | $4.11M | Sell |
84,366
-4,490
| -5% | -$219K | 0.2% | 115 |
|
|
2022
Q1 | $4.92M | Buy |
88,856
+553
| +0.6% | +$30.6K | 0.21% | 109 |
|
|
2021
Q4 | $4.62M | Sell |
88,303
-12,051
| -12% | -$631K | 0.19% | 115 |
|
|
2021
Q3 | $4.36M | Buy |
100,354
+1,129
| +1% | +$49.1K | 0.19% | 120 |
|
|
2021
Q2 | $4.2M | Buy |
99,225
+3,811
| +4% | +$161K | 0.18% | 129 |
|
|
2021
Q1 | $3.53M | Buy |
95,414
+2,499
| +3% | +$92.5K | 0.16% | 149 |
|
|
2020
Q4 | $2.74M | Sell |
92,915
-438
| -0.5% | -$12.9K | 0.14% | 159 |
|
|
2020
Q3 | $2.5M | Sell |
93,353
-478
| -0.5% | -$12.8K | 0.14% | 159 |
|
|
2020
Q2 | $2.45M | Buy |
93,831
+77,639
| +479% | +$2.03M | 0.14% | 157 |
|
|
2020
Q1 | $385K | Sell |
16,192
-6,014
| -27% | -$143K | 0.03% | 362 |
|
|
2019
Q4 | $708K | Buy |
+22,206
| New | +$708K | 0.04% | 307 |
|