EA
Ellsworth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-25,194
| Closed | -$2.17M | – | 179 |
|
|
2025
Q1 | $2.17M | Buy |
25,194
+216
| +0.9% | +$18.6K | 0.57% | 55 |
|
|
2024
Q4 | $2.63M | Buy |
24,978
+349
| +1% | +$36.7K | 0.69% | 50 |
|
|
2024
Q3 | $2.93M | Buy |
24,629
+158
| +0.6% | +$18.8K | 0.76% | 48 |
|
|
2024
Q2 | $2.19M | Buy |
24,471
+567
| +2% | +$50.8K | 0.61% | 54 |
|
|
2024
Q1 | $1.82M | Buy |
23,904
+601
| +3% | +$45.7K | 0.52% | 58 |
|
|
2023
Q4 | $1.63M | Buy |
23,303
+518
| +2% | +$36.2K | 0.52% | 60 |
|
|
2023
Q3 | $1.36M | Buy |
22,785
+441
| +2% | +$26.4K | 0.48% | 61 |
|
|
2023
Q2 | $1.27M | Buy |
+22,344
| New | +$1.27M | 0.44% | 64 |
|