Verdence Capital 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 | $689K | Buy |
6,717
+34
| +0.5% | +$3.49K | 0.05% | 323 |
|
|
2025
Q1 | $575K | Sell |
6,683
-345
| -5% | -$29.7K | 0.04% | 343 |
|
|
2024
Q4 | $739K | Sell |
7,028
-2
| -0% | -$210 | 0.06% | 293 |
|
|
2024
Q3 | $835K | Buy |
7,030
+2,726
| +63% | +$324K | 0.07% | 279 |
|
|
2024
Q2 | $386K | Buy |
4,304
+6
| +0.1% | +$538 | 0.03% | 396 |
|
|
2024
Q1 | $345K | Buy |
4,298
+70
| +2% | +$5.62K | 0.03% | 437 |
|
|
2023
Q4 | $296K | Buy |
4,228
+17
| +0.4% | +$1.19K | 0.03% | 470 |
|
|
2023
Q3 | $250K | Sell |
4,211
-620
| -13% | -$36.9K | 0.03% | 488 |
|
|
2023
Q2 | $274K | Sell |
4,831
-3
| -0.1% | -$170 | 0.03% | 442 |
|
|
2023
Q1 | $256K | Buy |
4,834
+41
| +0.9% | +$2.17K | 0.03% | 471 |
|
|
2022
Q4 | $239K | Sell |
4,793
-1,133
| -19% | -$56.5K | 0.03% | 431 |
|
|
2022
Q3 | $261K | Buy |
5,926
+13
| +0.2% | +$573 | 0.04% | 413 |
|
|
2022
Q2 | $288K | Buy |
5,913
+113
| +2% | +$5.5K | 0.04% | 394 |
|
|
2022
Q1 | $321K | Buy |
5,800
+14
| +0.2% | +$775 | 0.04% | 411 |
|
|
2021
Q4 | $303K | Buy |
5,786
+15
| +0.3% | +$786 | 0.04% | 414 |
|
|
2021
Q3 | $251K | Buy |
5,771
+16
| +0.3% | +$696 | 0.03% | 426 |
|
|
2021
Q2 | $244K | Buy |
+5,755
| New | +$244K | 0.03% | 421 |
|