Wambolt & Associates’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 | $351K | Sell |
3,509
-541
| -13% | -$54.1K | 0.12% | 137 |
|
|
2025
Q1 | $352K | Sell |
4,050
-249
| -6% | -$21.6K | 0.12% | 135 |
|
|
2024
Q4 | $452K | Sell |
4,299
-1,667
| -28% | -$175K | 0.14% | 124 |
|
|
2024
Q3 | $705K | Sell |
5,966
-3,449
| -37% | -$408K | 0.19% | 109 |
|
|
2024
Q2 | $844K | Sell |
9,415
-1,680
| -15% | -$151K | 0.25% | 97 |
|
|
2024
Q1 | $882K | Sell |
11,095
-10,137
| -48% | -$806K | 0.26% | 101 |
|
|
2023
Q4 | $1.49M | Sell |
21,232
-5,980
| -22% | -$418K | 0.49% | 65 |
|
|
2023
Q3 | $1.6M | Buy |
27,212
+211
| +0.8% | +$12.4K | 0.58% | 54 |
|
|
2023
Q2 | $1.53M | Buy |
27,001
+889
| +3% | +$50.5K | 0.55% | 59 |
|
|
2023
Q1 | $1.38M | Buy |
26,112
+969
| +4% | +$51.4K | 0.49% | 71 |
|
|
2022
Q4 | $1.25M | Buy |
25,143
+737
| +3% | +$36.7K | 0.48% | 77 |
|
|
2022
Q3 | $1.07M | Buy |
24,406
+51
| +0.2% | +$2.24K | 0.46% | 86 |
|
|
2022
Q2 | $1.19M | Buy |
24,355
+740
| +3% | +$36K | 0.48% | 73 |
|
|
2022
Q1 | $1.33M | Buy |
23,615
+744
| +3% | +$41.8K | 0.48% | 77 |
|
|
2021
Q4 | $1.2M | Buy |
22,871
+2,878
| +14% | +$151K | 0.43% | 83 |
|
|
2021
Q3 | $879K | Buy |
19,993
+4,733
| +31% | +$208K | 0.35% | 105 |
|
|
2021
Q2 | $650K | Buy |
15,260
+7,727
| +103% | +$329K | 0.28% | 120 |
|
|
2021
Q1 | $281K | Buy |
+7,533
| New | +$281K | 0.15% | 182 |
|