Robinson Smith Wealth 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 | – | Sell |
-3,425
| Closed | -$295K | – | 94 |
|
|
2025
Q1 | $295K | Buy |
3,425
+825
| +32% | +$71K | 0.25% | 67 |
|
|
2024
Q4 | $273K | Hold |
2,600
| – | – | 0.23% | 65 |
|
|
2024
Q3 | $309K | Sell |
2,600
-900
| -26% | -$107K | 0.26% | 64 |
|
|
2024
Q2 | $314K | Hold |
3,500
| – | – | 0.28% | 65 |
|
|
2024
Q1 | $281K | Hold |
3,500
| – | – | 0.27% | 68 |
|
|
2023
Q4 | $245K | Buy |
+3,500
| New | +$245K | 0.24% | 76 |
|