Arete Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $373K | Sell |
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|
2025
Q3 | $525K | Hold |
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|
2025
Q2 | $528K | Sell |
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|
2025
Q1 | $487K | Sell |
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|
2024
Q4 | $776K | Buy |
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|
2024
Q3 | $679K | Sell |
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|
2024
Q2 | $708K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $593K | Buy |
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|
2023
Q3 | $412K | Sell |
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|
2023
Q2 | $431K | Sell |
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|
2023
Q1 | $444K | Buy |
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|
2022
Q4 | $351M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $264K | Buy |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $552K | Buy |
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