Teamwork Financial 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 | $459K | Buy |
4,476
+12
| +0.3% | +$1.23K | 0.05% | 121 |
|
|
2025
Q1 | $384K | Sell |
4,464
-30
| -0.7% | -$2.58K | 0.05% | 118 |
|
|
2024
Q4 | $472K | Sell |
4,494
-8
| -0.2% | -$841 | 0.06% | 112 |
|
|
2024
Q3 | $535K | Sell |
4,502
-202
| -4% | -$24K | 0.07% | 96 |
|
|
2024
Q2 | $422K | Sell |
4,704
-1
| -0% | -$90 | 0.06% | 100 |
|
|
2024
Q1 | $377K | Sell |
4,705
-36
| -0.8% | -$2.89K | 0.06% | 127 |
|
|
2023
Q4 | $332K | Sell |
4,741
-5,019
| -51% | -$351K | 0.06% | 136 |
|
|
2023
Q3 | $580K | Sell |
9,760
-196
| -2% | -$11.7K | 0.09% | 119 |
|
|
2023
Q2 | $566K | Sell |
9,956
-1,353
| -12% | -$76.9K | 0.09% | 119 |
|
|
2023
Q1 | $598K | Sell |
11,309
-1,364
| -11% | -$72.2K | 0.11% | 104 |
|
|
2022
Q4 | $632K | Buy |
12,673
+4,583
| +57% | +$228K | 0.13% | 104 |
|
|
2022
Q3 | $356K | Buy |
8,090
+1,544
| +24% | +$67.9K | 0.08% | 153 |
|
|
2022
Q2 | $319K | Sell |
6,546
-6,411
| -49% | -$312K | 0.07% | 168 |
|
|
2022
Q1 | $718K | Sell |
12,957
-15,520
| -55% | -$860K | 0.13% | 133 |
|
|
2021
Q4 | $1.49M | Sell |
28,477
-1,595
| -5% | -$83.5K | 0.27% | 76 |
|
|
2021
Q3 | $1.31M | Buy |
30,072
+23
| +0.1% | +$1K | 0.26% | 81 |
|
|
2021
Q2 | $1.27M | Sell |
30,049
-1,822
| -6% | -$77.1K | 0.26% | 78 |
|
|
2021
Q1 | $1.18M | Sell |
31,871
-4,311
| -12% | -$160K | 0.28% | 72 |
|
|
2020
Q4 | $1.07M | Buy |
36,182
+438
| +1% | +$12.9K | 0.25% | 82 |
|
|
2020
Q3 | $958K | Sell |
35,744
-9,943
| -22% | -$266K | 0.3% | 73 |
|
|
2020
Q2 | $1.19M | Buy |
45,687
+22,449
| +97% | +$586K | 0.43% | 58 |
|
|
2020
Q1 | $553K | Sell |
23,238
-28,347
| -55% | -$675K | 0.34% | 56 |
|
|
2019
Q4 | $1.64M | Buy |
+51,585
| New | +$1.64M | 0.98% | 21 |
|