J.W. Cole 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 | $2.23M | Buy |
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|
2025
Q1 | $1.24M | Buy |
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|
2024
Q4 | $912K | Sell |
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|
2024
Q3 | $1.14M | Buy |
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|
2024
Q2 | $625K | Buy |
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|
2024
Q1 | $549K | Buy |
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|
2023
Q4 | $472K | Buy |
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|
2023
Q3 | $382K | Buy |
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|
2023
Q2 | $355K | Sell |
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|
2023
Q1 | $348K | Sell |
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|
2022
Q4 | $334K | Buy |
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|
2022
Q3 | $291K | Buy |
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|
2022
Q2 | $317K | Sell |
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|
2022
Q1 | $392K | Buy |
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|
2021
Q4 | $308K | Buy |
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|
2021
Q3 | $255K | Buy |
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|
2021
Q2 | $231K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $460K | Buy |
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