Orion Portfolio Solutions’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $745K | Sell |
8,657
-263
| -3% | -$22.6K | 0.01% | 1220 |
|
|
2024
Q4 | $938K | Buy |
8,920
+957
| +12% | +$101K | 0.01% | 1088 |
|
|
2024
Q3 | $946K | Buy |
7,963
+2,021
| +34% | +$240K | 0.01% | 1067 |
|
|
2024
Q2 | $533K | Sell |
5,942
-539
| -8% | -$48.3K | 0.01% | 1252 |
|
|
2024
Q1 | $520K | Buy |
6,481
+2,256
| +53% | +$181K | 0.01% | 1245 |
|
|
2023
Q4 | $288K | Sell |
4,225
-118
| -3% | -$8.03K | ﹤0.01% | 1422 |
|
|
2023
Q3 | $258K | Sell |
4,343
-108
| -2% | -$6.42K | ﹤0.01% | 1450 |
|
|
2023
Q2 | $253K | Sell |
4,451
-9
| -0.2% | -$511 | ﹤0.01% | 1470 |
|
|
2023
Q1 | $236K | Buy |
+4,460
| New | +$236K | ﹤0.01% | 1440 |
|
|
2020
Q3 | – | Sell |
-617
| Closed | -$16K | – | 1233 |
|
|
2020
Q2 | $16K | Buy |
617
+324
| +111% | +$8.4K | ﹤0.01% | 1021 |
|
|
2020
Q1 | $7K | Sell |
293
-28
| -9% | -$669 | ﹤0.01% | 1192 |
|
|
2019
Q4 | $10K | Buy |
+321
| New | +$10K | ﹤0.01% | 1000 |
|