HWA
HHM Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $148K | Sell |
1,444
-18
| -1% | -$1.85K | 0.02% | 241 |
|
|
2025
Q1 | $126K | Sell |
1,462
-9
| -0.6% | -$774 | 0.02% | 240 |
|
|
2024
Q4 | $155K | Buy |
1,471
+9
| +0.6% | +$946 | 0.02% | 212 |
|
|
2024
Q3 | $174K | Buy |
1,462
+199
| +16% | +$23.6K | 0.02% | 191 |
|
|
2024
Q2 | $113K | Buy |
1,263
+1,079
| +586% | +$96.7K | 0.02% | 228 |
|
|
2024
Q1 | $14.8K | Hold |
184
| – | – | ﹤0.01% | 462 |
|
|
2023
Q4 | $12.9K | Hold |
184
| – | – | ﹤0.01% | 476 |
|
|
2023
Q3 | $10.9K | Hold |
184
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $10.5K | Hold |
184
| – | – | ﹤0.01% | 518 |
|
|
2023
Q1 | $9.74K | Buy |
184
+46
| +33% | +$2.43K | ﹤0.01% | 534 |
|
|
2022
Q4 | $6.88K | Hold |
138
| – | – | ﹤0.01% | 499 |
|
|
2022
Q3 | $6K | Sell |
138
-62
| -31% | -$2.7K | ﹤0.01% | 506 |
|
|
2022
Q2 | $10K | Buy |
+200
| New | +$10K | ﹤0.01% | 540 |
|