Asset Dedication LLC’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 | $8.72K | Hold |
85
| – | – | ﹤0.01% | 837 |
|
|
2025
Q1 | $7.31K | Hold |
85
| – | – | ﹤0.01% | 811 |
|
|
2024
Q4 | $8.94K | Sell |
85
-100
| -54% | -$10.5K | ﹤0.01% | 776 |
|
|
2024
Q3 | $22K | Buy |
185
+125
| +208% | +$14.9K | ﹤0.01% | 669 |
|
|
2024
Q2 | $5.38K | Hold |
60
| – | – | ﹤0.01% | 911 |
|
|
2024
Q1 | $5K | Hold |
60
| – | – | ﹤0.01% | 786 |
|
|
2023
Q4 | $4K | Hold |
60
| – | – | ﹤0.01% | 833 |
|
|
2023
Q3 | $4K | Buy |
+60
| New | +$4K | ﹤0.01% | 822 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | – | – | 1009 |
|
|
2022
Q4 | $0 | Buy |
+5
| New | – | ﹤0.01% | 1059 |
|