KA
Kozak & Associates’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $99.3K | Buy |
+1,000
| New | +$99.3K | 0.02% | 110 |
|
|
2024
Q4 | – | Sell |
-1
| Closed | -$88 | – | 464 |
|
|
2024
Q3 | $88 | Sell |
1
-164
| -99% | -$14.4K | ﹤0.01% | 377 |
|
|
2024
Q2 | $15.1K | Hold |
165
| – | – | ﹤0.01% | 191 |
|
|
2024
Q1 | $13.5K | Buy |
165
+2
| +1% | +$164 | ﹤0.01% | 212 |
|
|
2023
Q4 | $10.8K | Buy |
163
+1
| +0.6% | +$66 | ﹤0.01% | 229 |
|
|
2023
Q3 | $9.39K | Buy |
162
+4
| +3% | +$232 | ﹤0.01% | 238 |
|
|
2023
Q2 | $9.06K | Buy |
158
+2
| +1% | +$115 | ﹤0.01% | 241 |
|
|
2023
Q1 | $8.27K | Buy |
156
+2
| +1% | +$106 | ﹤0.01% | 243 |
|
|
2022
Q4 | $8K | Hold |
154
| – | – | ﹤0.01% | 243 |
|
|
2022
Q3 | $7K | Buy |
154
+4
| +3% | +$182 | ﹤0.01% | 244 |
|
|
2022
Q2 | $7K | Buy |
150
+1
| +0.7% | +$47 | ﹤0.01% | 264 |
|
|
2022
Q1 | $8K | Hold |
149
| – | – | 0.01% | 282 |
|
|
2021
Q4 | $8K | Buy |
149
+2
| +1% | +$107 | 0.01% | 282 |
|
|
2021
Q3 | $7K | Buy |
+147
| New | +$7K | ﹤0.01% | 261 |
|