PFA
Pinnacle Family Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $573K | Buy |
5,601
+13
| +0.2% | +$1.33K | 0.28% | 63 |
|
|
2025
Q1 | $481K | Buy |
5,588
+20
| +0.4% | +$1.72K | 0.26% | 73 |
|
|
2024
Q4 | $585K | Buy |
5,568
+91
| +2% | +$9.56K | 0.28% | 60 |
|
|
2024
Q3 | $651K | Buy |
5,477
+263
| +5% | +$31.3K | 0.34% | 58 |
|
|
2024
Q2 | $467K | Sell |
5,214
-12
| -0.2% | -$1.08K | 0.26% | 60 |
|
|
2024
Q1 | $419K | Buy |
5,226
+24
| +0.5% | +$1.93K | 0.22% | 64 |
|
|
2023
Q4 | $364K | Buy |
5,202
+29
| +0.6% | +$2.03K | 0.21% | 71 |
|
|
2023
Q3 | $308K | Sell |
5,173
-17
| -0.3% | -$1.01K | 0.18% | 68 |
|
|
2023
Q2 | $295K | Buy |
5,190
+28
| +0.5% | +$1.59K | 0.16% | 81 |
|
|
2023
Q1 | $273K | Buy |
5,162
+31
| +0.6% | +$1.64K | 0.17% | 83 |
|
|
2022
Q4 | $256K | Buy |
5,131
+33
| +0.6% | +$1.65K | 0.18% | 82 |
|
|
2022
Q3 | $224K | Sell |
5,098
-16,674
| -77% | -$733K | 0.19% | 76 |
|
|
2022
Q2 | $1.06M | Sell |
21,772
-541
| -2% | -$26.3K | 0.87% | 23 |
|
|
2022
Q1 | $1.24M | Buy |
22,313
+826
| +4% | +$45.8K | 0.66% | 23 |
|
|
2021
Q4 | $1.12M | Sell |
21,487
-184
| -0.8% | -$9.63K | 0.51% | 35 |
|
|
2021
Q3 | $942K | Buy |
21,671
+5,612
| +35% | +$244K | 0.42% | 41 |
|
|
2021
Q2 | $677K | Buy |
+16,059
| New | +$677K | 0.3% | 59 |
|