Great Valley Advisor 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
Q2 | $440K | Buy |
4,284
+959
| +29% | +$98.4K | 0.01% | 640 |
|
|
2025
Q1 | $286K | Buy |
3,325
+745
| +29% | +$64.1K | 0.01% | 741 |
|
|
2024
Q4 | $271K | Sell |
2,580
-99
| -4% | -$10.4K | 0.01% | 716 |
|
|
2024
Q3 | $319K | Buy |
2,679
+6
| +0.2% | +$714 | 0.01% | 674 |
|
|
2024
Q2 | $239K | Sell |
2,673
-379
| -12% | -$33.9K | 0.01% | 701 |
|
|
2024
Q1 | $245K | Buy |
+3,052
| New | +$245K | 0.01% | 655 |
|