Arkadios Wealth Advisors’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 | $209K | Buy |
+2,038
| New | +$209K | 0.01% | 1173 |
|
|
2024
Q4 | – | Sell |
-2,812
| Closed | -$334K | – | 961 |
|
|
2024
Q3 | $334K | Buy |
2,812
+158
| +6% | +$18.8K | 0.02% | 671 |
|
|
2024
Q2 | $238K | Buy |
+2,654
| New | +$238K | 0.02% | 709 |
|
|
2021
Q4 | – | Sell |
-25,534
| Closed | -$1.11M | – | 1166 |
|
|
2021
Q3 | $1.11M | Sell |
25,534
-5,539
| -18% | -$241K | 0.16% | 148 |
|
|
2021
Q2 | $1.32M | Sell |
31,073
-3,280
| -10% | -$139K | 0.16% | 164 |
|
|
2021
Q1 | $1.27M | Buy |
34,353
+34,053
| +11,351% | +$1.26M | 0.21% | 124 |
|
|
2020
Q4 | $8K | Hold |
300
| – | – | ﹤0.01% | 1016 |
|
|
2020
Q3 | $8.25K | Hold |
300
| – | – | ﹤0.01% | 783 |
|
|
2020
Q2 | $8.19K | Hold |
300
| – | – | ﹤0.01% | 707 |
|
|
2020
Q1 | $7.14K | Hold |
300
| – | – | ﹤0.01% | 704 |
|
|
2019
Q4 | $10K | Buy |
+300
| New | +$10K | 0.01% | 593 |
|