Herold Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $898K | Buy |
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|
2025
Q1 | $753K | Buy |
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|
2024
Q4 | $920K | Buy |
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|
2024
Q3 | $1.04M | Hold |
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $702K | Buy |
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|
2023
Q4 | $613K | Buy |
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|
2023
Q3 | $520K | Buy |
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|
2023
Q2 | $497K | Sell |
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|
2023
Q1 | $489K | Buy |
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|
2022
Q4 | $456K | Hold |
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|
2022
Q3 | $402K | Hold |
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|
2022
Q2 | $445K | Hold |
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|
2022
Q1 | $507K | Buy |
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|
2021
Q4 | $470K | Hold |
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|
2021
Q3 | $391K | Buy |
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