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Advisors Management Group’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$334K Sell
3,259
-50
-2% -$5.12K 0.06% 117
2025
Q1
$285K Hold
3,309
0.06% 126
2024
Q4
$348K Hold
3,309
0.08% 117
2024
Q3
$393K Hold
3,309
0.09% 111
2024
Q2
$297K Sell
3,309
-240
-7% -$21.5K 0.07% 126
2024
Q1
$285K Buy
3,549
+240
+7% +$19.3K 0.07% 128
2023
Q4
$232K Sell
3,309
-189
-5% -$13.3K 0.06% 136
2023
Q3
$208K Sell
3,498
-99
-3% -$5.89K 0.06% 132
2023
Q2
$204K Buy
+3,597
New +$204K 0.06% 137
2023
Q1
Sell
-5,148
Closed -$257K 145
2022
Q4
$257K Buy
5,148
+62
+1% +$3.1K 0.1% 112
2022
Q3
$224K Sell
5,086
-62
-1% -$2.73K 0.09% 116
2022
Q2
$251K Sell
5,148
-56
-1% -$2.73K 0.09% 113
2022
Q1
$288K Hold
5,204
0.1% 104
2021
Q4
$272K Buy
5,204
+1
+0% +$52 0.08% 111
2021
Q3
$226K Buy
5,203
+1
+0% +$43 0.07% 116
2021
Q2
$220K Buy
+5,202
New +$220K 0.07% 121