Valued Retirements’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 | $532K | Hold |
5,190
| – | – | 0.6% | 44 |
|
|
2025
Q1 | $447K | Hold |
5,190
| – | – | 0.59% | 46 |
|
|
2024
Q4 | $546K | Sell |
5,190
-8
| -0.2% | -$841 | 0.74% | 39 |
|
|
2024
Q3 | $618K | Hold |
5,198
| – | – | 0.85% | 29 |
|
|
2024
Q2 | $466K | Hold |
5,198
| – | – | 0.71% | 35 |
|
|
2024
Q1 | $417K | Hold |
5,198
| – | – | 0.67% | 36 |
|
|
2023
Q4 | $364K | Buy |
+5,198
| New | +$364K | 0.63% | 38 |
|