Montag & 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 | $1.02M | Hold |
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|
2025
Q1 | $855K | Hold |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.23M | Buy |
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|
2024
Q2 | $927K | Buy |
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|
2024
Q1 | $774K | Sell |
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|
2023
Q4 | $734K | Buy |
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|
2023
Q3 | $575K | Sell |
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|
2023
Q2 | $568K | Hold |
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|
2023
Q1 | $530K | Hold |
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|
2022
Q4 | $499K | Hold |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $495K | Sell |
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|
2022
Q1 | $587K | Buy |
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|
2021
Q4 | $302K | Buy |
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|
2021
Q3 | $227K | Buy |
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