Security National Bank’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 | $171K | Buy |
1,663
+44
| +3% | +$4.51K | 0.03% | 130 |
|
|
2025
Q1 | $139K | Hold |
1,619
| – | – | 0.03% | 140 |
|
|
2024
Q4 | $170K | Hold |
1,619
| – | – | 0.02% | 124 |
|
|
2024
Q3 | $192K | Hold |
1,619
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $145K | Hold |
1,619
| – | – | 0.02% | 124 |
|
|
2024
Q1 | $130K | Hold |
1,619
| – | – | 0.02% | 126 |
|
|
2023
Q4 | $113K | Buy |
+1,619
| New | +$113K | 0.03% | 136 |
|