Valley National Advisers’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 | $67K | Hold |
655
| – | – | 0.01% | 352 |
|
|
2025
Q1 | $56K | Hold |
655
| – | – | 0.01% | 363 |
|
|
2024
Q4 | $68K | Hold |
655
| – | – | 0.01% | 320 |
|
|
2024
Q3 | $77K | Sell |
655
-140
| -18% | -$16.5K | 0.01% | 307 |
|
|
2024
Q2 | $71K | Sell |
795
-16
| -2% | -$1.43K | 0.01% | 347 |
|
|
2024
Q1 | $65K | Buy |
811
+41
| +5% | +$3.29K | 0.01% | 372 |
|
|
2023
Q4 | $53K | Buy |
770
+80
| +12% | +$5.51K | 0.01% | 391 |
|
|
2023
Q3 | $41K | Buy |
690
+40
| +6% | +$2.38K | 0.01% | 408 |
|
|
2023
Q2 | $37K | Hold |
650
| – | – | 0.01% | 430 |
|
|
2023
Q1 | $35K | Hold |
650
| – | – | 0.01% | 436 |
|
|
2022
Q4 | $33K | Hold |
650
| – | – | 0.01% | 428 |
|
|
2022
Q3 | $31K | Sell |
650
-34
| -5% | -$1.62K | 0.01% | 439 |
|
|
2022
Q2 | $34K | Hold |
684
| – | – | 0.01% | 404 |
|
|
2022
Q1 | $38K | Hold |
684
| – | – | 0.01% | 420 |
|
|
2021
Q4 | $36K | Hold |
684
| – | – | 0.01% | 409 |
|
|
2021
Q3 | $30K | Hold |
684
| – | – | 0.01% | 411 |
|
|
2021
Q2 | $29K | Hold |
684
| – | – | 0.01% | 427 |
|
|
2021
Q1 | $25K | Hold |
684
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $20K | Hold |
684
| – | – | ﹤0.01% | 431 |
|
|
2020
Q3 | $18K | Buy |
684
+112
| +20% | +$2.95K | ﹤0.01% | 413 |
|
|
2020
Q2 | $15K | Buy |
572
+72
| +14% | +$1.89K | ﹤0.01% | 431 |
|
|
2020
Q1 | $12K | Buy |
+500
| New | +$12K | ﹤0.01% | 445 |
|