High Net Worth Advisory Group’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 | $481K | Hold |
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|
2025
Q1 | $404K | Hold |
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|
2024
Q4 | $493K | Hold |
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|
2024
Q3 | $558K | Hold |
|
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|
2024
Q2 | $420K | Hold |
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|
2024
Q1 | $376K | Hold |
|
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|
2023
Q4 | $328K | Hold |
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|
2023
Q3 | $279K | Hold |
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|
2023
Q2 | $267K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $259K | Hold |
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|
2022
Q2 | $287K | Hold |
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|
2022
Q1 | $327K | Hold |
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|
2021
Q4 | $309K | Buy |
|