Empower Advisory Group’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
-1,985
Closed -$209K 506
2024
Q4
$209K Sell
1,985
-90
-4% -$9.46K ﹤0.01% 479
2024
Q3
$247K Sell
2,075
-1,078
-34% -$128K ﹤0.01% 441
2024
Q2
$283K Sell
3,153
-540
-15% -$48.4K ﹤0.01% 411
2024
Q1
$296K Buy
+3,693
New +$296K ﹤0.01% 410