JFS Wealth 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 | $97.1K | Hold |
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|
2025
Q1 | $81.5K | Sell |
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|
2024
Q4 | $100K | Hold |
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|
2024
Q3 | $114K | Hold |
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|
2024
Q2 | $85.7K | Sell |
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|
2024
Q1 | $76.9K | Buy |
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|
2023
Q4 | $16.7K | Buy |
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|
2023
Q3 | $13.1K | Hold |
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|
2023
Q2 | $12.5K | Hold |
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|
2023
Q1 | $11.6K | Hold |
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|
2022
Q4 | $11K | Hold |
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|
2022
Q3 | $10K | Sell |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $21K | Buy |
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|
2021
Q4 | $12K | Hold |
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|
2021
Q3 | $10K | Hold |
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|
2021
Q2 | $9K | Hold |
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|
2021
Q1 | $8K | Hold |
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|
2020
Q4 | $6K | Buy |
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