Secure Asset Management’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$476K Buy
+4,641
New +$476K 0.09% 188
2025
Q1
Sell
-5,358
Closed -$563K 330
2024
Q4
$563K Buy
5,358
+127
+2% +$13.3K 0.09% 179
2024
Q3
$622K Buy
5,231
+196
+4% +$23.3K 0.1% 161
2024
Q2
$451K Buy
+5,035
New +$451K 0.09% 173
2020
Q3
Sell
-10,141
Closed -$265K 156
2020
Q2
$265K Buy
+10,141
New +$265K 0.19% 121