Waverly 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 | $3.12M | Sell |
30,464
-694
| -2% | -$71.2K | 0.03% | 395 |
|
|
2025
Q1 | $2.68M | Sell |
31,158
-34
| -0.1% | -$2.93K | 0.03% | 416 |
|
|
2024
Q4 | $3.28M | Sell |
31,192
-877
| -3% | -$92.2K | 0.05% | 284 |
|
|
2024
Q3 | $3.81M | Sell |
32,069
-1,255
| -4% | -$149K | 0.07% | 228 |
|
|
2024
Q2 | $2.99M | Buy |
33,324
+408
| +1% | +$36.6K | 0.06% | 255 |
|
|
2024
Q1 | $2.64M | Sell |
32,916
-1,265
| -4% | -$101K | 0.06% | 220 |
|
|
2023
Q4 | $2.39M | Buy |
34,181
+664
| +2% | +$46.5K | 0.09% | 129 |
|
|
2023
Q3 | $1.99M | Buy |
+33,517
| New | +$1.99M | 0.09% | 133 |
|
|
2016
Q1 | – | Sell |
-10,856
| Closed | -$293K | – | 112 |
|
|
2015
Q4 | $293K | Buy |
+10,856
| New | +$293K | 0.13% | 91 |
|
|
2014
Q1 | – | Sell |
-6,708
| Closed | -$188K | – | 772 |
|
|
2013
Q4 | $188K | Hold |
6,708
| – | – | 0.07% | 157 |
|
|
2013
Q3 | $168K | Buy |
+6,708
| New | +$168K | 0.09% | 113 |
|