Wellington Shields & Co’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 | $1.09M | Hold |
10,643
| – | – | 0.31% | 75 |
|
|
2025
Q1 | $916K | Hold |
10,643
| – | – | 0.29% | 87 |
|
|
2024
Q4 | $1.12M | Hold |
10,643
| – | – | 0.34% | 67 |
|
|
2024
Q3 | $1.26M | Hold |
10,643
| – | – | 0.38% | 61 |
|
|
2024
Q2 | $954K | Hold |
10,643
| – | – | 0.31% | 80 |
|
|
2024
Q1 | $854K | Hold |
10,643
| – | – | 0.29% | 85 |
|
|
2023
Q4 | $745K | Sell |
10,643
-390
| -4% | -$27.3K | 0.27% | 87 |
|
|
2023
Q3 | $656K | Buy |
11,033
+2,500
| +29% | +$149K | 0.16% | 95 |
|
|
2023
Q2 | $485K | Sell |
8,533
-2,950
| -26% | -$168K | 0.11% | 118 |
|
|
2023
Q1 | $608K | Hold |
11,483
| – | – | 0.14% | 103 |
|
|
2022
Q4 | $572K | Hold |
11,483
| – | – | 0.13% | 107 |
|
|
2022
Q3 | $505K | Hold |
11,483
| – | – | 0.22% | 107 |
|
|
2022
Q2 | $559K | Buy |
11,483
+400
| +4% | +$19.5K | 0.14% | 101 |
|
|
2022
Q1 | $614K | Sell |
11,083
-3,155
| -22% | -$175K | 0.2% | 104 |
|
|
2021
Q4 | $745K | Buy |
14,238
+528
| +4% | +$27.6K | 0.15% | 95 |
|
|
2021
Q3 | $596K | Buy |
13,710
+10
| +0.1% | +$435 | 0.21% | 103 |
|
|
2021
Q2 | $580K | Buy |
13,700
+200
| +1% | +$8.47K | 0.19% | 102 |
|
|
2021
Q1 | $500K | Buy |
+13,500
| New | +$500K | 0.18% | 111 |
|
|
2019
Q2 | – | Sell |
-5,775
| Closed | -$205K | – | 175 |
|
|
2019
Q1 | $205K | Buy |
+5,775
| New | +$205K | 0.1% | 152 |
|