HAG
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HighPoint Advisor Group’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
15,728
+52
+0.3% +$5.33K 0.09% 184
2025
Q1
$1.38M Sell
15,676
-2,064
-12% -$182K 0.08% 199
2024
Q4
$1.88M Sell
17,740
-787
-4% -$83.6K 0.1% 153
2024
Q3
$2.24M Buy
18,527
+240
+1% +$29.1K 0.13% 131
2024
Q2
$1.85M Buy
18,287
+261
+1% +$26.4K 0.11% 146
2024
Q1
$1.41M Sell
18,026
-268
-1% -$21K 0.1% 160
2023
Q4
$1.43M Buy
+18,294
New +$1.43M 0.1% 158
2022
Q2
$556K Buy
+11,395
New +$556K 0.06% 266
2021
Q3
$413K Buy
+9,513
New +$413K 0.04% 341
2020
Q2
Sell
-11,434
Closed -$269K 369
2020
Q1
$269K Buy
+11,434
New +$269K 0.06% 231