Advisornet Financial’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
$41.6K Sell
406
-3
-0.7% -$308 ﹤0.01% 1045
2025
Q1
$35.2K Buy
409
+2
+0.5% +$172 ﹤0.01% 1022
2024
Q4
$42.8K Sell
407
-9
-2% -$946 ﹤0.01% 915
2024
Q3
$49.4K Hold
416
﹤0.01% 907
2024
Q2
$37.3K Hold
416
﹤0.01% 907
2024
Q1
$33.4K Hold
416
﹤0.01% 933
2023
Q4
$29.1K Buy
416
+16
+4% +$1.12K ﹤0.01% 976
2023
Q3
$23.8K Sell
400
-274
-41% -$16.3K ﹤0.01% 983
2023
Q2
$38.3K Sell
674
-12
-2% -$682 ﹤0.01% 888
2023
Q1
$36.3K Sell
686
-86
-11% -$4.55K ﹤0.01% 884
2022
Q4
$38.5K Buy
772
+9
+1% +$449 ﹤0.01% 865
2022
Q3
$34K Sell
763
-95
-11% -$4.23K ﹤0.01% 953
2022
Q2
$42K Buy
858
+55
+7% +$2.69K ﹤0.01% 916
2022
Q1
$44K Buy
803
+425
+112% +$23.3K ﹤0.01% 998
2021
Q4
$20K Hold
378
﹤0.01% 1280
2021
Q3
$16K Buy
+378
New +$16K ﹤0.01% 1307
2019
Q3
Hold
0
1898
2019
Q2
Sell
-251
Closed -$9K 1738
2019
Q1
$9K Sell
251
-542
-68% -$19.4K ﹤0.01% 1203
2018
Q4
$26K Sell
793
-241
-23% -$7.9K ﹤0.01% 860
2018
Q3
$36K Sell
1,034
-1,815
-64% -$63.2K ﹤0.01% 813
2018
Q2
$100K Sell
2,849
-2,153
-43% -$75.6K 0.01% 523
2018
Q1
$164K Sell
5,002
-1,328
-21% -$43.5K 0.02% 428
2017
Q4
$239K Buy
+6,330
New +$239K 0.04% 319