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Norris Financial Group’s Iron Mountain IRM Stock Holding History

Norris Financial Group’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-7,736
Closed -$621K – 83
2024
Q1 		$621K Buy
7,736
+3,600
+87% +$261K 0.34% 48
2023
Q4 		$289K Buy
+4,136
New +$259K 0.18% 54
2022
Q2 		– Sell
-3,966
Closed -$220K – 79
2022
Q1 		$220K Sell
3,966
-397
-9% -$18.9K 0.13% 75
2021
Q4 		$228K Sell
4,363
-1,509
-26% -$71.3K 0.14% 78
2021
Q3 		$255K Buy
+5,872
New +$264K 0.17% 74

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