United Capital 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 | $18.7M | Sell |
182,741
-965
| -0.5% | -$99K | 0.15% | 120 |
|
|
2025
Q1 | $15.8M | Buy |
183,706
+905
| +0.5% | +$77.9K | 0.14% | 128 |
|
|
2024
Q4 | $19.2M | Buy |
182,801
+2,047
| +1% | +$215K | 0.16% | 114 |
|
|
2024
Q3 | $21.5M | Sell |
180,754
-5,094
| -3% | -$605K | 0.18% | 112 |
|
|
2024
Q2 | $16.7M | Sell |
185,848
-29,605
| -14% | -$2.65M | 0.14% | 136 |
|
|
2024
Q1 | $17.3M | Sell |
215,453
-4,473
| -2% | -$359K | 0.14% | 144 |
|
|
2023
Q4 | $15.4M | Buy |
219,926
+15,670
| +8% | +$1.1M | 0.13% | 150 |
|
|
2023
Q3 | $12.1M | Sell |
204,256
-21,541
| -10% | -$1.28M | 0.08% | 206 |
|
|
2023
Q2 | $12.8M | Buy |
225,797
+362
| +0.2% | +$20.6K | 0.07% | 210 |
|
|
2023
Q1 | $11.9M | Sell |
225,435
-8,552
| -4% | -$452K | 0.07% | 214 |
|
|
2022
Q4 | $11.7M | Sell |
233,987
-3,729
| -2% | -$186K | 0.07% | 233 |
|
|
2022
Q3 | $10.5M | Sell |
237,716
-26,032
| -10% | -$1.14M | 0.06% | 234 |
|
|
2022
Q2 | $12.8M | Buy |
263,748
+194
| +0.1% | +$9.45K | 0.07% | 225 |
|
|
2022
Q1 | $14.6M | Sell |
263,554
-4,794
| -2% | -$266K | 0.07% | 227 |
|
|
2021
Q4 | $14M | Buy |
268,348
+11,064
| +4% | +$579K | 0.06% | 245 |
|
|
2021
Q3 | $11.2M | Sell |
257,284
-3,452
| -1% | -$150K | 0.06% | 261 |
|
|
2021
Q2 | $11M | Sell |
260,736
-12,577
| -5% | -$532K | 0.06% | 256 |
|
|
2021
Q1 | $10.1M | Buy |
273,313
+78,412
| +40% | +$2.9M | 0.06% | 257 |
|
|
2020
Q4 | $5.75M | Sell |
194,901
-69,057
| -26% | -$2.04M | 0.03% | 331 |
|
|
2020
Q3 | $7.07M | Buy |
263,958
+1,871
| +0.7% | +$50.1K | 0.05% | 288 |
|
|
2020
Q2 | $6.84M | Buy |
262,087
+26,911
| +11% | +$702K | 0.05% | 305 |
|
|
2020
Q1 | $5.6M | Buy |
235,176
+5,671
| +2% | +$135K | 0.05% | 318 |
|
|
2019
Q4 | $7.31M | Sell |
229,505
-149,795
| -39% | -$4.77M | 0.05% | 353 |
|
|
2019
Q3 | $12.3M | Sell |
379,300
-10,444
| -3% | -$338K | 0.09% | 259 |
|
|
2019
Q2 | $12.2M | Buy |
389,744
+2,353
| +0.6% | +$73.6K | 0.08% | 262 |
|
|
2019
Q1 | $13.7M | Sell |
387,391
-15,657
| -4% | -$555K | 0.1% | 234 |
|
|
2018
Q4 | $13.1M | Sell |
403,048
-6,049
| -1% | -$196K | 0.1% | 208 |
|
|
2018
Q3 | $14.1M | Buy |
409,097
+4,125
| +1% | +$142K | 0.1% | 224 |
|
|
2018
Q2 | $14.2M | Buy |
404,972
+304,440
| +303% | +$10.7M | 0.11% | 211 |
|
|
2018
Q1 | $3.3M | Buy |
100,532
+22,216
| +28% | +$730K | 0.03% | 479 |
|
|
2017
Q4 | $2.97M | Buy |
78,316
+1,265
| +2% | +$48K | 0.02% | 506 |
|
|
2017
Q3 | $3M | Buy |
77,051
+52
| +0.1% | +$2.02K | 0.03% | 488 |
|
|
2017
Q2 | $2.65M | Buy |
76,999
+1,842
| +2% | +$63.3K | 0.02% | 512 |
|
|
2017
Q1 | $2.68M | Buy |
75,157
+333
| +0.4% | +$11.9K | 0.03% | 494 |
|
|
2016
Q4 | $2.43M | Buy |
74,824
+4,203
| +6% | +$136K | 0.02% | 521 |
|
|
2016
Q3 | $2.65M | Buy |
70,621
+2,062
| +3% | +$77.4K | 0.03% | 515 |
|
|
2016
Q2 | $2.74M | Sell |
68,559
-139
| -0.2% | -$5.56K | 0.03% | 486 |
|
|
2016
Q1 | $2.33M | Buy |
68,698
+15,839
| +30% | +$537K | 0.03% | 497 |
|
|
2015
Q4 | $1.43M | Buy |
52,859
+236
| +0.4% | +$6.38K | 0.02% | 612 |
|
|
2015
Q3 | $1.63M | Sell |
52,623
-1,000
| -2% | -$31K | 0.02% | 564 |
|
|
2015
Q2 | $1.66M | Sell |
53,623
-6
| -0% | -$186 | 0.02% | 608 |
|
|
2015
Q1 | $1.85M | Sell |
53,629
-220
| -0.4% | -$7.59K | 0.02% | 585 |
|
|
2014
Q4 | $2.08M | Buy |
53,849
+18,620
| +53% | +$720K | 0.03% | 462 |
|
|
2014
Q3 | $1.15M | Sell |
35,229
-4,066
| -10% | -$133K | 0.02% | 571 |
|
|
2014
Q2 | $1.29M | Buy |
39,295
+7,032
| +22% | +$230K | 0.02% | 507 |
|
|
2014
Q1 | $822K | Sell |
32,263
-2,651
| -8% | -$67.5K | 0.02% | 521 |
|
|
2013
Q4 | $979K | Buy |
+34,914
| New | +$979K | 0.03% | 335 |
|
|
2013
Q3 | – | Sell |
-35,826
| Closed | -$881K | – | 714 |
|
|
2013
Q2 | $881K | Buy |
+35,826
| New | +$881K | 0.02% | 421 |
|