Wealthcare Advisory Partners’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 | $1.33M | Buy |
13,009
+187
| +1% | +$19.2K | 0.03% | 419 |
|
|
2025
Q1 | $1.1M | Buy |
12,822
+111
| +0.9% | +$9.55K | 0.03% | 421 |
|
|
2024
Q4 | $1.34M | Buy |
12,711
+280
| +2% | +$29.4K | 0.04% | 359 |
|
|
2024
Q3 | $1.48M | Buy |
12,431
+213
| +2% | +$25.3K | 0.04% | 326 |
|
|
2024
Q2 | $1.1M | Sell |
12,218
-571
| -4% | -$51.2K | 0.03% | 356 |
|
|
2024
Q1 | $1.03M | Buy |
12,789
+8,184
| +178% | +$656K | 0.03% | 353 |
|
|
2023
Q4 | $322K | Sell |
4,605
-1,449
| -24% | -$101K | 0.01% | 589 |
|
|
2023
Q3 | $360K | Sell |
6,054
-218
| -3% | -$13K | 0.02% | 510 |
|
|
2023
Q2 | $356K | Sell |
6,272
-698
| -10% | -$39.7K | 0.02% | 525 |
|
|
2023
Q1 | $369K | Sell |
6,970
-411
| -6% | -$21.7K | 0.02% | 531 |
|
|
2022
Q4 | $368K | Sell |
7,381
-2,548
| -26% | -$127K | 0.02% | 487 |
|
|
2022
Q3 | $437K | Sell |
9,929
-343
| -3% | -$15.1K | 0.02% | 394 |
|
|
2022
Q2 | $500K | Sell |
10,272
-917
| -8% | -$44.6K | 0.03% | 326 |
|
|
2022
Q1 | $620K | Buy |
11,189
+722
| +7% | +$40K | 0.04% | 270 |
|
|
2021
Q4 | $548K | Sell |
10,467
-4,863
| -32% | -$255K | 0.03% | 305 |
|
|
2021
Q3 | $666K | Buy |
15,330
+487
| +3% | +$21.2K | 0.04% | 262 |
|
|
2021
Q2 | $628K | Buy |
14,843
+2,287
| +18% | +$96.8K | 0.04% | 269 |
|
|
2021
Q1 | $465K | Buy |
12,556
+3,165
| +34% | +$117K | 0.03% | 304 |
|
|
2020
Q4 | $277K | Buy |
9,391
+491
| +6% | +$14.5K | 0.02% | 337 |
|
|
2020
Q3 | $238K | Buy |
+8,900
| New | +$238K | 0.03% | 304 |
|
|
2020
Q2 | – | Sell |
-358
| Closed | -$9K | – | 854 |
|
|
2020
Q1 | $9K | Buy |
358
+202
| +129% | +$5.08K | ﹤0.01% | 949 |
|
|
2019
Q4 | $5K | Buy |
156
+2
| +1% | +$64 | ﹤0.01% | 1104 |
|
|
2019
Q3 | $5K | Buy |
154
+2
| +1% | +$65 | ﹤0.01% | 1076 |
|
|
2019
Q2 | $5K | Buy |
152
+52
| +52% | +$1.71K | ﹤0.01% | 1060 |
|
|
2019
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 998 |
|