Clearstead Advisors’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
Q2 | $139K | Buy |
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|
2025
Q1 | $80.4K | Buy |
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|
2024
Q4 | $97.7K | Sell |
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|
2024
Q3 | $115K | Buy |
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|
2024
Q2 | $85.3K | Buy |
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|
2024
Q1 | $65.8K | Sell |
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|
2023
Q4 | $59.8K | Sell |
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|
2023
Q3 | $99K | Buy |
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|
2023
Q2 | $47.3K | Sell |
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|
2023
Q1 | $44.6K | Sell |
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|
2022
Q4 | $789K | Hold |
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|
2022
Q3 | $696K | Sell |
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|
2022
Q2 | $775K | Buy |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $44K | Buy |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $26K | Buy |
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|
2021
Q1 | $4K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $27K | Buy |
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