IFP 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 | $396K | Buy |
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|
2025
Q1 | $241K | Sell |
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|
2024
Q4 | $464K | Buy |
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|
2024
Q3 | $424K | Buy |
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|
2024
Q2 | $279K | Buy |
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|
2024
Q1 | $236K | Sell |
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|
2023
Q4 | $304K | Sell |
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|
2023
Q3 | $269K | Sell |
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|
2023
Q2 | $258K | Sell |
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|
2023
Q1 | $167K | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $194K | Buy |
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|
2022
Q2 | $172K | Hold |
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|
2022
Q1 | $172K | Buy |
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|
2021
Q4 | $199K | Sell |
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|
2021
Q3 | $192K | Buy |
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|
2021
Q2 | $172K | Buy |
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|
2021
Q1 | $139K | Buy |
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|
2020
Q4 | $104K | Buy |
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|
2020
Q3 | $77K | Sell |
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|
2020
Q2 | $87K | Buy |
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|
2020
Q1 | $36K | Sell |
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|
2019
Q4 | $66K | Sell |
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|
2019
Q3 | $93K | Buy |
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|
2019
Q1 | $35K | Sell |
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|
2018
Q4 | $301K | Sell |
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|
2018
Q3 | $323K | Buy |
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|
2018
Q2 | $304K | Sell |
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|
2018
Q1 | $774K | Hold |
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|
2017
Q4 | $774K | Buy |
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|
2017
Q3 | $257K | Sell |
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|
2017
Q2 | $339K | Buy |
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|
2017
Q1 | $344K | Buy |
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|
2016
Q4 | $300K | Buy |
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|
2016
Q3 | $283K | Sell |
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|
2016
Q2 | $301K | Buy |
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|
2016
Q1 | $35K | Buy |
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|
2015
Q4 | $9K | Buy |
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