MLL
Moody Lynn & Lieberson’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.46M | Buy |
14,210
+665
| +5% | +$68.2K | 0.08% | 101 |
|
|
2025
Q1 | $1.17M | Hold |
13,545
| – | – | 0.07% | 107 |
|
|
2024
Q4 | $1.42M | Buy |
13,545
+76
| +0.6% | +$7.99K | 0.09% | 96 |
|
|
2024
Q3 | $1.6M | Hold |
13,469
| – | – | 0.1% | 101 |
|
|
2024
Q2 | $1.21M | Hold |
13,469
| – | – | 0.08% | 106 |
|
|
2024
Q1 | $1.08M | Buy |
13,469
+19
| +0.1% | +$1.52K | 0.07% | 112 |
|
|
2023
Q4 | $941K | Buy |
13,450
+45
| +0.3% | +$3.15K | 0.07% | 120 |
|
|
2023
Q3 | $797K | Sell |
13,405
-30
| -0.2% | -$1.78K | 0.07% | 116 |
|
|
2023
Q2 | $763K | Buy |
13,435
+2,259
| +20% | +$128K | 0.06% | 121 |
|
|
2023
Q1 | $591K | Buy |
11,176
+116
| +1% | +$6.14K | 0.05% | 143 |
|
|
2022
Q4 | $551K | Sell |
11,060
-212
| -2% | -$10.6K | 0.05% | 150 |
|
|
2022
Q3 | $496K | Buy |
11,272
+2,783
| +33% | +$122K | 0.05% | 143 |
|
|
2022
Q2 | $413K | Sell |
8,489
-19,394
| -70% | -$944K | 0.04% | 162 |
|
|
2022
Q1 | $1.55M | Sell |
27,883
-26,193
| -48% | -$1.45M | 0.11% | 97 |
|
|
2021
Q4 | $2.83M | Buy |
+54,076
| New | +$2.83M | 0.19% | 82 |
|