AA
Addison Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $120K | Hold |
1,173
| – | – | 0.03% | 277 |
|
|
2025
Q1 | $101K | Sell |
1,173
-218
| -16% | -$18.8K | 0.03% | 299 |
|
|
2024
Q4 | $146K | Sell |
1,391
-57
| -4% | -$5.99K | 0.04% | 250 |
|
|
2024
Q3 | $172K | Sell |
1,448
-343
| -19% | -$40.7K | 0.05% | 238 |
|
|
2024
Q2 | $160K | Sell |
1,791
-150
| -8% | -$13.4K | 0.05% | 232 |
|
|
2024
Q1 | $156K | Hold |
1,941
| – | – | 0.05% | 231 |
|
|
2023
Q4 | $136K | Hold |
1,941
| – | – | 0.05% | 236 |
|
|
2023
Q3 | $115K | Sell |
1,941
-310
| -14% | -$18.4K | 0.05% | 232 |
|
|
2023
Q2 | $128K | Buy |
2,251
+200
| +10% | +$11.4K | 0.06% | 206 |
|
|
2023
Q1 | $109K | Sell |
2,051
-4
| -0.2% | -$212 | 0.06% | 217 |
|
|
2022
Q4 | $102K | Sell |
2,055
-1,850
| -47% | -$92.2K | 0.06% | 212 |
|
|
2022
Q3 | $172K | Hold |
3,905
| – | – | 0.11% | 134 |
|
|
2022
Q2 | $190K | Hold |
3,905
| – | – | 0.12% | 129 |
|
|
2022
Q1 | $216K | Buy |
3,905
+1,216
| +45% | +$67.3K | 0.12% | 123 |
|
|
2021
Q4 | $141K | Buy |
+2,689
| New | +$141K | 0.09% | 151 |
|