Optimum 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 | $76.9K | Hold |
750
| – | – | 0.03% | 288 |
|
|
2025
Q1 | $64.5K | Hold |
750
| – | – | 0.03% | 302 |
|
|
2024
Q4 | $78.8K | Hold |
750
| – | – | 0.03% | 285 |
|
|
2024
Q3 | $89.1K | Hold |
750
| – | – | 0.04% | 286 |
|
|
2024
Q2 | $67.2K | Hold |
750
| – | – | 0.03% | 321 |
|
|
2024
Q1 | $60.2K | Buy |
+750
| New | +$60.2K | 0.03% | 342 |
|
|
2022
Q2 | – | Sell |
-11
| Closed | -$1K | – | 844 |
|
|
2022
Q1 | $1K | Hold |
11
| – | – | ﹤0.01% | 806 |
|
|
2021
Q4 | $1K | Sell |
11
-10
| -48% | -$909 | ﹤0.01% | 804 |
|
|
2021
Q3 | $1K | Buy |
21
+1
| +5% | +$48 | ﹤0.01% | 811 |
|
|
2021
Q2 | $1K | Hold |
20
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $1K | Hold |
20
| – | – | ﹤0.01% | 883 |
|
|
2020
Q4 | $1K | Buy |
+20
| New | +$1K | ﹤0.01% | 846 |
|
|
2020
Q2 | – | Sell |
-2,650
| Closed | -$63K | – | 886 |
|
|
2020
Q1 | $63K | Buy |
+2,650
| New | +$63K | 0.03% | 381 |
|
|
2019
Q4 | – | Sell |
-500
| Closed | -$16K | – | 976 |
|
|
2019
Q3 | $16K | Hold |
500
| – | – | 0.01% | 713 |
|
|
2019
Q2 | $16K | Hold |
500
| – | – | 0.01% | 711 |
|
|
2019
Q1 | $18K | Hold |
500
| – | – | 0.01% | 710 |
|
|
2018
Q4 | $16K | Hold |
500
| – | – | 0.01% | 687 |
|
|
2018
Q3 | $17K | Hold |
500
| – | – | ﹤0.01% | 761 |
|
|
2018
Q2 | $18K | Hold |
500
| – | – | 0.01% | 750 |
|
|
2018
Q1 | $16K | Buy |
+500
| New | +$16K | ﹤0.01% | 741 |
|