Beacon Financial Advisory’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.41M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.33M | Buy |
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|
2024
Q1 | $1.17M | Sell |
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|
2023
Q4 | $1.06M | Buy |
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|
2023
Q3 | $903K | Buy |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $791K | Buy |
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|
2022
Q4 | $744K | Sell |
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|
2022
Q3 | $686K | Sell |
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|
2022
Q2 | $760K | Buy |
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|
2022
Q1 | $860K | Sell |
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|
2021
Q4 | $827K | Sell |
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|
2021
Q3 | $687K | Buy |
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|
2021
Q2 | $649K | Buy |
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|
2021
Q1 | $519K | Buy |
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|
2020
Q4 | $365K | Sell |
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|
2020
Q3 | $332K | Buy |
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