HNWAG
High Net Worth Advisory Group’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
4,692
| – | – | 0.13% | 134 |
|
|
2025
Q1 | $404K | Hold |
4,692
| – | – | 0.11% | 141 |
|
|
2024
Q4 | $493K | Hold |
4,692
| – | – | 0.14% | 126 |
|
|
2024
Q3 | $558K | Hold |
4,692
| – | – | 0.15% | 120 |
|
|
2024
Q2 | $420K | Hold |
4,692
| – | – | 0.13% | 130 |
|
|
2024
Q1 | $376K | Hold |
4,692
| – | – | 0.12% | 138 |
|
|
2023
Q4 | $328K | Hold |
4,692
| – | – | 0.12% | 136 |
|
|
2023
Q3 | $279K | Hold |
4,692
| – | – | 0.11% | 144 |
|
|
2023
Q2 | $267K | Hold |
4,692
| – | – | 0.1% | 156 |
|
|
2023
Q1 | $248K | Hold |
4,692
| – | – | 0.1% | 160 |
|
|
2022
Q4 | $234K | Sell |
4,692
-1,209
| -20% | -$60.3K | 0.09% | 168 |
|
|
2022
Q3 | $259K | Hold |
5,901
| – | – | 0.11% | 153 |
|
|
2022
Q2 | $287K | Hold |
5,901
| – | – | 0.12% | 146 |
|
|
2022
Q1 | $327K | Hold |
5,901
| – | – | 0.12% | 139 |
|
|
2021
Q4 | $309K | Buy |
+5,901
| New | +$309K | 0.11% | 157 |
|