Toth Financial Advisory’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 | $126K | Sell |
1,229
-50
| -4% | -$5.13K | 0.01% | 227 |
|
|
2025
Q1 | $110K | Sell |
1,279
-75
| -6% | -$6.45K | 0.01% | 234 |
|
|
2024
Q4 | $142K | Hold |
1,354
| – | – | 0.02% | 212 |
|
|
2024
Q3 | $161K | Sell |
1,354
-343
| -20% | -$40.8K | 0.02% | 208 |
|
|
2024
Q2 | $152K | Sell |
1,697
-884
| -34% | -$79.2K | 0.02% | 213 |
|
|
2024
Q1 | $207K | Sell |
2,581
-381
| -13% | -$30.6K | 0.03% | 197 |
|
|
2023
Q4 | $207K | Sell |
2,962
-781
| -21% | -$54.6K | 0.03% | 203 |
|
|
2023
Q3 | $223K | Sell |
3,743
-210
| -5% | -$12.5K | 0.03% | 188 |
|
|
2023
Q2 | $225K | Hold |
3,953
| – | – | 0.03% | 188 |
|
|
2023
Q1 | $209K | Hold |
3,953
| – | – | 0.03% | 183 |
|
|
2022
Q4 | $197K | Hold |
3,953
| – | – | 0.03% | 185 |
|
|
2022
Q3 | $174K | Sell |
3,953
-700
| -15% | -$30.8K | 0.03% | 174 |
|
|
2022
Q2 | $227K | Hold |
4,653
| – | – | 0.04% | 173 |
|
|
2022
Q1 | $258K | Sell |
4,653
-459
| -9% | -$25.5K | 0.04% | 177 |
|
|
2021
Q4 | $268K | Buy |
5,112
+37
| +0.7% | +$1.94K | 0.04% | 185 |
|
|
2021
Q3 | $221K | Buy |
5,075
+37
| +0.7% | +$1.61K | 0.03% | 193 |
|
|
2021
Q2 | $213K | Buy |
5,038
+72
| +1% | +$3.04K | 0.03% | 174 |
|
|
2021
Q1 | $184K | Buy |
4,966
+1,510
| +44% | +$55.9K | 0.03% | 201 |
|
|
2020
Q4 | $102K | Sell |
3,456
-1,460
| -30% | -$43.1K | 0.02% | 218 |
|
|
2020
Q3 | $132K | Buy |
4,916
+428
| +10% | +$11.5K | 0.03% | 197 |
|
|
2020
Q2 | $117K | Sell |
4,488
-7,456
| -62% | -$194K | 0.03% | 186 |
|
|
2020
Q1 | $284K | Buy |
11,944
+10,547
| +755% | +$251K | 0.08% | 113 |
|
|
2019
Q4 | $45K | Buy |
1,397
+18
| +1% | +$580 | 0.01% | 216 |
|
|
2019
Q3 | $45K | Buy |
1,379
+1,279
| +1,279% | +$41.7K | 0.01% | 232 |
|
|
2019
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 384 |
|
|
2018
Q2 | – | Sell |
-583
| Closed | -$19K | – | 437 |
|
|
2018
Q1 | $19K | Hold |
583
| – | – | ﹤0.01% | 272 |
|
|
2017
Q4 | $22K | Buy |
+583
| New | +$22K | 0.01% | 264 |
|