Waverly Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $2.68M | Sell |
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|
2024
Q4 | $3.28M | Sell |
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|
2024
Q3 | $3.81M | Sell |
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|
2024
Q2 | $2.99M | Buy |
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|
2024
Q1 | $2.64M | Sell |
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|
2023
Q4 | $2.39M | Buy |
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|
2023
Q3 | $1.99M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $293K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $188K | Hold |
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|
2013
Q3 | $168K | Buy |
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