Kozak & Associates’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 | $99.3K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $88 | Sell |
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|
2024
Q2 | $15.1K | Hold |
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|
2024
Q1 | $13.5K | Buy |
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|
2023
Q4 | $10.8K | Buy |
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|
2023
Q3 | $9.39K | Buy |
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|
2023
Q2 | $9.06K | Buy |
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|
2023
Q1 | $8.27K | Buy |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $7K | Buy |
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|
2022
Q1 | $8K | Hold |
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|
2021
Q4 | $8K | Buy |
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|
2021
Q3 | $7K | Buy |
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