OWA
Outlook Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $743K | Sell |
7,247
-34
| -0.5% | -$3.49K | 0.19% | 104 |
|
|
2025
Q1 | $626K | Sell |
7,281
-128
| -2% | -$11K | 0.17% | 118 |
|
|
2024
Q4 | $779K | Sell |
7,409
-94
| -1% | -$9.88K | 0.22% | 93 |
|
|
2024
Q3 | $892K | Sell |
7,503
-502
| -6% | -$59.7K | 0.26% | 77 |
|
|
2024
Q2 | $717K | Sell |
8,005
-121
| -1% | -$10.8K | 0.22% | 90 |
|
|
2024
Q1 | $652K | Sell |
8,126
-835
| -9% | -$67K | 0.2% | 108 |
|
|
2023
Q4 | $627K | Sell |
8,961
-1,873
| -17% | -$131K | 0.22% | 99 |
|
|
2023
Q3 | $644K | Buy |
10,834
+231
| +2% | +$13.7K | 0.25% | 104 |
|
|
2023
Q2 | $602K | Sell |
10,603
-592
| -5% | -$33.6K | 0.23% | 113 |
|
|
2023
Q1 | $592K | Buy |
11,195
+67
| +0.6% | +$3.55K | 0.26% | 102 |
|
|
2022
Q4 | $555K | Sell |
11,128
-218
| -2% | -$10.9K | 0.26% | 100 |
|
|
2022
Q3 | $499K | Buy |
11,346
+28
| +0.2% | +$1.23K | 0.22% | 111 |
|
|
2022
Q2 | $551K | Buy |
11,318
+188
| +2% | +$9.15K | 0.23% | 119 |
|
|
2022
Q1 | $616K | Buy |
+11,130
| New | +$616K | 0.21% | 120 |
|