Atria Wealth Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $945K | Sell |
9,205
-20,212
| -69% | -$2.08M | 0.02% | 659 |
|
|
2025
Q1 | $2.55M | Sell |
29,417
-12,055
| -29% | -$1.05M | 0.03% | 546 |
|
|
2024
Q4 | $4.38M | Sell |
41,472
-7,309
| -15% | -$772K | 0.05% | 390 |
|
|
2024
Q3 | $5.83M | Sell |
48,781
-4,852
| -9% | -$580K | 0.06% | 305 |
|
|
2024
Q2 | $4.84M | Sell |
53,633
-2,909
| -5% | -$262K | 0.05% | 348 |
|
|
2024
Q1 | $4.56M | Buy |
56,542
+15,699
| +38% | +$1.27M | 0.05% | 359 |
|
|
2023
Q4 | $2.88M | Sell |
40,843
-7,589
| -16% | -$535K | 0.04% | 476 |
|
|
2023
Q3 | $2.9M | Buy |
48,432
+3,513
| +8% | +$211K | 0.04% | 444 |
|
|
2023
Q2 | $2.57M | Buy |
44,919
+640
| +1% | +$36.6K | 0.04% | 486 |
|
|
2023
Q1 | $2.36M | Sell |
44,279
-3,722
| -8% | -$199K | 0.04% | 489 |
|
|
2022
Q4 | $2.42M | Sell |
48,001
-392
| -0.8% | -$19.7K | 0.04% | 445 |
|
|
2022
Q3 | $2.15M | Sell |
48,393
-5,642
| -10% | -$251K | 0.04% | 457 |
|
|
2022
Q2 | $2.66M | Sell |
54,035
-6,981
| -11% | -$344K | 0.05% | 351 |
|
|
2022
Q1 | $3.41M | Buy |
+61,016
| New | +$3.41M | 0.06% | 334 |
|