Sequoia Financial 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 | $1.09M | Buy |
10,668
+1,795
| +20% | +$184K | 0.01% | 650 |
|
|
2025
Q1 | $763K | Buy |
8,873
+580
| +7% | +$49.9K | 0.01% | 711 |
|
|
2024
Q4 | $872K | Buy |
8,293
+647
| +8% | +$68K | 0.01% | 620 |
|
|
2024
Q3 | $909K | Sell |
7,646
-289
| -4% | -$34.4K | 0.01% | 572 |
|
|
2024
Q2 | $711K | Buy |
7,935
+862
| +12% | +$77.3K | 0.01% | 574 |
|
|
2024
Q1 | $567K | Sell |
7,073
-3,168
| -31% | -$254K | 0.01% | 642 |
|
|
2023
Q4 | $717K | Buy |
+10,241
| New | +$717K | 0.01% | 631 |
|