HBK Sorce Advisory’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 | $248K | Buy |
+2,419
| New | +$248K | 0.01% | 494 |
|
|
2025
Q1 | – | Sell |
-2,130
| Closed | -$224K | – | 607 |
|
|
2024
Q4 | $224K | Buy |
2,130
+39
| +2% | +$4.1K | 0.01% | 516 |
|
|
2024
Q3 | $248K | Buy |
+2,091
| New | +$248K | 0.01% | 490 |
|
|
2024
Q2 | – | Sell |
-2,702
| Closed | -$217K | – | 589 |
|
|
2024
Q1 | $217K | Buy |
+2,702
| New | +$217K | 0.01% | 535 |
|