OneDigital Investment Advisors’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 | $637K | Buy |
6,208
+776
| +14% | +$79.6K | 0.01% | 814 |
|
|
2025
Q1 | $467K | Sell |
5,432
-267
| -5% | -$23K | 0.01% | 886 |
|
|
2024
Q4 | $599K | Sell |
5,699
-287
| -5% | -$30.2K | 0.01% | 815 |
|
|
2024
Q3 | $711K | Buy |
5,986
+89
| +2% | +$10.6K | 0.01% | 789 |
|
|
2024
Q2 | $528K | Buy |
5,897
+273
| +5% | +$24.5K | 0.01% | 881 |
|
|
2024
Q1 | $451K | Buy |
5,624
+153
| +3% | +$12.3K | 0.01% | 767 |
|
|
2023
Q4 | $383K | Sell |
5,471
-1,585
| -22% | -$111K | 0.01% | 824 |
|
|
2023
Q3 | $419K | Buy |
+7,056
| New | +$419K | 0.01% | 700 |
|