Foundations Investment Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $798K | Sell |
7,776
-4,737
| -38% | -$486K | 0.01% | 481 |
|
|
2025
Q1 | $1.08M | Buy |
12,513
+3,906
| +45% | +$336K | 0.02% | 391 |
|
|
2024
Q4 | $905K | Sell |
8,607
-1,180
| -12% | -$124K | 0.02% | 424 |
|
|
2024
Q3 | $1.16M | Sell |
9,787
-579
| -6% | -$68.8K | 0.02% | 338 |
|
|
2024
Q2 | $929K | Sell |
10,366
-232
| -2% | -$20.8K | 0.02% | 347 |
|
|
2024
Q1 | $850K | Sell |
10,598
-2,403
| -18% | -$193K | 0.02% | 351 |
|
|
2023
Q4 | $901K | Buy |
13,001
+3,124
| +32% | +$216K | 0.02% | 325 |
|
|
2023
Q3 | $587K | Buy |
9,877
+2,937
| +42% | +$175K | 0.02% | 359 |
|
|
2023
Q2 | $394K | Buy |
6,940
+2,164
| +45% | +$123K | 0.01% | 410 |
|
|
2023
Q1 | $253K | Buy |
+4,776
| New | +$253K | 0.01% | 429 |
|