Level Four Advisory Services’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.06M Buy
10,365
+47
+0.5% +$4.82K 0.04% 371
2025
Q1
$888K Sell
10,318
-21
-0.2% -$1.81K 0.04% 371
2024
Q4
$1.09M Buy
10,339
+142
+1% +$14.9K 0.04% 325
2024
Q3
$1.26M Sell
10,197
-522
-5% -$64.6K 0.05% 301
2024
Q2
$961K Sell
10,719
-3,777
-26% -$339K 0.04% 341
2024
Q1
$1.01M Hold
14,496
0.06% 298
2023
Q4
$1.01M Buy
14,496
+1,135
+8% +$79.4K 0.06% 295
2023
Q3
$794K Sell
13,361
-1,395
-9% -$82.9K 0.05% 332
2023
Q2
$838K Sell
14,756
-2,686
-15% -$153K 0.05% 327
2023
Q1
$923K Buy
17,442
+2,627
+18% +$139K 0.06% 295
2022
Q4
$739K Buy
+14,815
New +$739K 0.05% 311
2021
Q3
Sell
-5,537
Closed -$234K 555
2021
Q2
$234K Buy
+5,537
New +$234K 0.02% 594
2020
Q1
Sell
-6,962
Closed -$221K 523
2019
Q4
$221K Sell
6,962
-541
-7% -$17.2K 0.01% 521
2019
Q3
$243K Buy
7,503
+465
+7% +$15.1K 0.03% 435
2019
Q2
$219K Buy
7,038
+231
+3% +$7.19K 0.02% 482
2019
Q1
$242K Buy
+6,807
New +$242K 0.03% 451