ARC
Advisor Resource Council’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,419
| Closed | -$231K | – | 357 |
|
|
2025
Q1 | $231K | Buy |
+3,419
| New | +$231K | 0.02% | 524 |
|
|
2024
Q1 | – | Sell |
-3,305
| Closed | -$231K | – | 358 |
|
|
2023
Q4 | $231K | Buy |
+3,305
| New | +$231K | 0.03% | 416 |
|
|
2023
Q2 | – | Sell |
-4,659
| Closed | -$249K | – | 209 |
|
|
2023
Q1 | $249K | Buy |
+4,659
| New | +$249K | 0.06% | 208 |
|
|
2022
Q3 | – | Sell |
-10,421
| Closed | -$508K | – | 306 |
|
|
2022
Q2 | $508K | Buy |
10,421
+4,561
| +78% | +$222K | 0.05% | 282 |
|
|
2022
Q1 | $325K | Sell |
5,860
-4,644
| -44% | -$258K | 0.1% | 148 |
|
|
2021
Q4 | $549K | Buy |
+10,504
| New | +$549K | 0.04% | 315 |
|