Rise 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 | $19.9K | Buy |
194
+2
| +1% | +$205 | 0.01% | 544 |
|
|
2025
Q1 | $16.5K | Buy |
192
+45
| +31% | +$3.87K | 0.01% | 625 |
|
|
2024
Q4 | $15.5K | Sell |
147
-28
| -16% | -$2.95K | 0.01% | 811 |
|
|
2024
Q3 | $20.8K | Sell |
175
-23
| -12% | -$2.73K | 0.01% | 658 |
|
|
2024
Q2 | $17.8K | Buy |
198
+1
| +0.5% | +$90 | 0.01% | 704 |
|
|
2024
Q1 | $15.8K | Buy |
197
+145
| +279% | +$11.6K | 0.01% | 828 |
|
|
2023
Q4 | $3.66K | Hold |
52
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $3.08K | Buy |
52
+1
| +2% | +$59 | ﹤0.01% | 418 |
|
|
2023
Q2 | $2.91K | Sell |
51
-93
| -65% | -$5.31K | ﹤0.01% | 473 |
|
|
2023
Q1 | $7.63K | Buy |
144
+2
| +1% | +$106 | 0.01% | 401 |
|
|
2022
Q4 | $7.1K | Buy |
142
+1
| +0.7% | +$50 | 0.01% | 400 |
|
|
2022
Q3 | $6K | Buy |
141
+51
| +57% | +$2.17K | 0.01% | 413 |
|
|
2022
Q2 | $4K | Buy |
90
+30
| +50% | +$1.33K | ﹤0.01% | 473 |
|
|
2022
Q1 | $3K | Buy |
+60
| New | +$3K | ﹤0.01% | 487 |
|