Avion Wealth’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 | $76K | Buy |
742
+43
| +6% | +$4.4K | 0.02% | 166 |
|
|
2025
Q1 | $73K | Hold |
699
| – | – | 0.02% | 153 |
|
|
2024
Q4 | $73K | Sell |
699
-213
| -23% | -$22.2K | 0.02% | 153 |
|
|
2024
Q3 | $108K | Sell |
912
-114
| -11% | -$13.5K | 0.03% | 117 |
|
|
2024
Q2 | $91K | Sell |
1,026
-45
| -4% | -$3.99K | 0.03% | 125 |
|
|
2024
Q1 | $86K | Buy |
1,071
+17
| +2% | +$1.37K | 0.02% | 126 |
|
|
2023
Q4 | $74K | Sell |
1,054
-34
| -3% | -$2.39K | 0.02% | 130 |
|
|
2023
Q3 | $64K | Sell |
1,088
-181
| -14% | -$10.6K | 0.02% | 134 |
|
|
2023
Q2 | $72K | Hold |
1,269
| – | – | 0.02% | 132 |
|
|
2023
Q1 | $63K | Hold |
1,269
| – | – | 0.02% | 132 |
|
|
2022
Q4 | $55K | Hold |
1,269
| – | – | 0.02% | 138 |
|
|
2022
Q3 | $56K | Buy |
1,269
+300
| +31% | +$13.2K | 0.02% | 137 |
|
|
2022
Q2 | $47K | Hold |
969
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $54K | Hold |
969
| – | – | 0.02% | 123 |
|
|
2021
Q4 | $51K | Sell |
969
-200
| -17% | -$10.5K | 0.01% | 126 |
|
|
2021
Q3 | $51K | Buy |
1,169
+100
| +9% | +$4.36K | 0.02% | 126 |
|
|
2021
Q2 | $45K | Buy |
+1,069
| New | +$45K | 0.01% | 132 |
|