RFG Advisory’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.75M | Buy |
|
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|
2024
Q2 | $1.3M | Sell |
|
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|
2024
Q1 | $1.2M | Sell |
|
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|
2023
Q4 | $1.12M | Sell |
|
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|
2023
Q3 | $998K | Sell |
|
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|
2023
Q2 | $1.17M | Sell |
|
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|
2023
Q1 | $1.31M | Sell |
|
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|
2022
Q4 | $1.41M | Sell |
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|
2022
Q3 | $1.38M | Sell |
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|
2022
Q2 | $1.46M | Buy |
|
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|
2022
Q1 | $1.5M | Sell |
|
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|
2021
Q4 | $1.46M | Sell |
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|
2021
Q3 | $1.25M | Sell |
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|
2021
Q2 | $1.39M | Sell |
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|
2021
Q1 | $1.35M | Sell |
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|
2020
Q4 | $1.53M | Buy |
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|
2020
Q3 | $1.42M | Buy |
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|
2020
Q2 | $788K | Sell |
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|
2020
Q1 | $751K | Buy |
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|
2019
Q4 | $825K | Buy |
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|
2019
Q3 | $783K | Buy |
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