AMBIA
Allen Mooney & Barnes Investment Advisors’s Iron Mountain IRM Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $277K | Buy |
2,700
+2
| +0.1% | +$205 | 0.05% | 134 |
|
2025
Q1 | $232K | Buy |
2,698
+101
| +4% | +$8.69K | 0.04% | 142 |
|
2024
Q4 | $273K | Buy |
2,597
+1
| +0% | +$105 | 0.05% | 135 |
|
2024
Q3 | $308K | Sell |
2,596
-1,584
| -38% | -$188K | 0.05% | 128 |
|
2024
Q2 | $375K | Sell |
4,180
-1,250
| -23% | -$112K | 0.07% | 120 |
|
2024
Q1 | $416K | Sell |
5,430
-431
| -7% | -$33K | 0.08% | 118 |
|
2023
Q4 | $410K | Sell |
5,861
-306
| -5% | -$21.4K | 0.08% | 109 |
|
2023
Q3 | $367K | Buy |
6,167
+1,173
| +23% | +$69.7K | 0.08% | 105 |
|
2023
Q2 | $284K | Sell |
4,994
-500
| -9% | -$28.4K | 0.06% | 121 |
|
2023
Q1 | $291K | Buy |
5,494
+10
| +0.2% | +$529 | 0.07% | 113 |
|
2022
Q4 | $273K | Sell |
5,484
-489
| -8% | -$24.4K | 0.07% | 113 |
|
2022
Q3 | $263K | Buy |
5,973
+10
| +0.2% | +$440 | 0.07% | 115 |
|
2022
Q2 | $290K | Buy |
5,963
+10
| +0.2% | +$487 | 0.07% | 116 |
|
2022
Q1 | $330K | Buy |
+5,953
| New | +$330K | 0.07% | 119 |
|