Axxcess Wealth Management’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.14M Sell
11,090
-98
-0.9% -$10.1K 0.03% 396
2025
Q1
$963K Sell
11,188
-7,225
-39% -$622K 0.03% 402
2024
Q4
$1.94M Buy
18,413
+5,208
+39% +$547K 0.05% 279
2024
Q3
$1.57M Buy
13,205
+1,566
+13% +$186K 0.04% 313
2024
Q2
$1.04M Buy
+11,639
New +$1.04M 0.03% 369