Perennial 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
$294K Buy
2,865
+29
+1% +$2.98K 0.03% 346
2025
Q1
$244K Buy
2,836
+291
+11% +$25K 0.03% 362
2024
Q4
$268K Sell
2,545
-4
-0.2% -$420 0.03% 324
2024
Q3
$303K Buy
2,549
+9
+0.4% +$1.07K 0.04% 284
2024
Q2
$228K Buy
2,540
+12
+0.5% +$1.08K 0.03% 322
2024
Q1
$203K Buy
+2,528
New +$203K 0.03% 318