Avior Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-846
| Closed | -$88.9K | – | 1530 |
|
|
2024
Q4 | $88.9K | Buy |
846
+5
| +0.6% | +$526 | ﹤0.01% | 941 |
|
|
2024
Q3 | $99.9K | Sell |
841
-3,515
| -81% | -$418K | ﹤0.01% | 890 |
|
|
2024
Q2 | $390K | Sell |
4,356
-180
| -4% | -$16.1K | 0.02% | 500 |
|
|
2024
Q1 | $364K | Buy |
4,536
+316
| +7% | +$25.4K | 0.02% | 531 |
|
|
2023
Q4 | $295K | Buy |
4,220
+39
| +0.9% | +$2.73K | 0.02% | 453 |
|
|
2023
Q3 | $249K | Buy |
4,181
+35
| +0.8% | +$2.08K | 0.02% | 483 |
|
|
2023
Q2 | $236K | Buy |
4,146
+41
| +1% | +$2.33K | 0.02% | 498 |
|
|
2023
Q1 | $217K | Buy |
4,105
+3,338
| +435% | +$177K | 0.01% | 515 |
|
|
2022
Q4 | $38.2K | Hold |
767
| – | – | ﹤0.01% | 669 |
|
|
2022
Q3 | $33K | Hold |
767
| – | – | ﹤0.01% | 668 |
|
|
2022
Q2 | $37K | Hold |
767
| – | – | ﹤0.01% | 612 |
|
|
2022
Q1 | $42K | Buy |
767
+625
| +440% | +$34.2K | ﹤0.01% | 621 |
|
|
2021
Q4 | $7K | Hold |
142
| – | – | ﹤0.01% | 847 |
|
|
2021
Q3 | $6K | Buy |
142
+3
| +2% | +$127 | ﹤0.01% | 828 |
|
|
2021
Q2 | $5K | Buy |
139
+70
| +101% | +$2.52K | ﹤0.01% | 820 |
|
|
2021
Q1 | $2K | Buy |
69
+55
| +393% | +$1.59K | ﹤0.01% | 911 |
|
|
2020
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 1038 |
|
|
2020
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 976 |
|
|
2020
Q2 | $0 | Hold |
14
| – | – | ﹤0.01% | 949 |
|
|
2020
Q1 | $0 | Hold |
14
| – | – | ﹤0.01% | 834 |
|
|
2019
Q4 | $0 | Hold |
14
| – | – | ﹤0.01% | 828 |
|
|
2019
Q3 | $0 | Hold |
14
| – | – | ﹤0.01% | 820 |
|
|
2019
Q2 | $0 | Buy |
+14
| New | – | ﹤0.01% | 854 |
|