Heritage Wealth Advisors’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 | $228K | Hold |
2,222
| – | – | 0.01% | 193 |
|
|
2025
Q1 | $191K | Hold |
2,222
| – | – | 0.01% | 202 |
|
|
2024
Q4 | $234K | Hold |
2,222
| – | – | 0.01% | 185 |
|
|
2024
Q3 | $264K | Buy |
2,222
+1,722
| +344% | +$205K | 0.01% | 189 |
|
|
2024
Q2 | $44.8K | Hold |
500
| – | – | ﹤0.01% | 314 |
|
|
2024
Q1 | $40.1K | Hold |
500
| – | – | ﹤0.01% | 347 |
|
|
2023
Q4 | $35K | Buy |
+500
| New | +$35K | ﹤0.01% | 367 |
|