Allworth Financial’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.7M | Buy |
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|
2025
Q1 | $5.58M | Buy |
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|
2024
Q4 | $7.08M | Buy |
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|
2024
Q3 | $7.5M | Sell |
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|
2024
Q2 | $6.21M | Sell |
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|
2024
Q1 | $5.1M | Buy |
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|
2023
Q4 | $4.42M | Buy |
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|
2023
Q3 | $53.7K | Sell |
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|
2023
Q2 | $80.9K | Buy |
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|
2023
Q1 | $45.4K | Buy |
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|
2022
Q4 | $20.7K | Sell |
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|
2022
Q3 | $34K | Buy |
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|
2022
Q2 | $16K | Buy |
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|
2022
Q1 | $1K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Buy |
|