Vestmark Advisory Solutions’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 | $476K | Buy |
+4,644
| New | +$476K | 0.01% | 628 |
|
2023
Q4 | – | Sell |
-4,183
| Closed | -$249K | – | 521 |
|
2023
Q3 | $249K | Sell |
4,183
-7,047
| -63% | -$419K | 0.02% | 365 |
|
2023
Q2 | $638K | Buy |
11,230
+3,914
| +53% | +$222K | 0.02% | 540 |
|
2023
Q1 | $387K | Buy |
7,316
+649
| +10% | +$34.3K | 0.02% | 629 |
|
2022
Q4 | $332K | Sell |
6,667
-1,269
| -16% | -$63.3K | 0.02% | 656 |
|
2022
Q3 | $349K | Buy |
7,936
+328
| +4% | +$14.4K | 0.02% | 627 |
|
2022
Q2 | $370K | Sell |
7,608
-162
| -2% | -$7.88K | 0.02% | 609 |
|
2022
Q1 | $431K | Buy |
7,770
+250
| +3% | +$13.9K | 0.02% | 592 |
|
2021
Q4 | $394K | Sell |
7,520
-703
| -9% | -$36.8K | 0.02% | 605 |
|
2021
Q3 | $357K | Buy |
8,223
+1,585
| +24% | +$68.8K | 0.02% | 604 |
|
2021
Q2 | $281K | Sell |
6,638
-769
| -10% | -$32.6K | 0.02% | 648 |
|
2021
Q1 | $274K | Buy |
7,407
+370
| +5% | +$13.7K | 0.02% | 622 |
|
2020
Q4 | $207K | Buy |
+7,037
| New | +$207K | 0.02% | 571 |
|