HWAM
Hennion & Walsh Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.98M | Buy |
58,328
+866
| +2% | +$88.8K | 0.24% | 79 |
|
|
2025
Q1 | $4.94M | Sell |
57,462
-12,383
| -18% | -$1.07M | 0.22% | 100 |
|
|
2024
Q4 | $7.34M | Sell |
69,845
-5,219
| -7% | -$549K | 0.33% | 57 |
|
|
2024
Q3 | $8.92M | Sell |
75,064
-745
| -1% | -$88.5K | 0.42% | 37 |
|
|
2024
Q2 | $6.79M | Buy |
75,809
+12,540
| +20% | +$1.12M | 0.35% | 50 |
|
|
2024
Q1 | $5.07M | Buy |
63,269
+7,282
| +13% | +$584K | 0.27% | 81 |
|
|
2023
Q4 | $3.92M | Buy |
55,987
+8,236
| +17% | +$576K | 0.22% | 108 |
|
|
2023
Q3 | $2.84M | Buy |
47,751
+10,312
| +28% | +$613K | 0.18% | 141 |
|
|
2023
Q2 | $2.13M | Buy |
37,439
+11,754
| +46% | +$668K | 0.13% | 203 |
|
|
2023
Q1 | $1.36M | Buy |
25,685
+10,300
| +67% | +$545K | 0.08% | 287 |
|
|
2022
Q4 | $767K | Buy |
15,385
+9,182
| +148% | +$458K | 0.05% | 398 |
|
|
2022
Q3 | $273K | Buy |
+6,203
| New | +$273K | 0.02% | 639 |
|