Hall Private Wealth Advisors
- SEC CIK
- 0001744091
- Latest filing
- Nov 15, 2023
IRM holding history
Iron Mountain Inc in every 13F filed by Hall Private Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
IRM overviewAll 13F holders of IRMFull Q3 2023 holdings
- Shares (Q3 2023)
- 137,107
- Value
- $8.15M
- % of portfolio
- 5.5%
- Quarters held
- 10
- Since Q2 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 137,107 | $8.15M | 5.5% | −49,246−26.4% | Reduced | Holders |
| Q2 2023 | 186,353 | $10.6M | 5.7% | −13,089−6.6% | Reduced | Holders |
| Q1 2023 | 199,442 | $10.6M | 5.5% | −48,820−19.7% | Reduced | Holders |
| Q4 2022 | 248,262 | $12.4M | 7.0% | +1,719+0.7% | Added | Holders |
| Q3 2022 | 246,543 | $10.8M | 6.2% | +15,172+6.6% | Added | Holders |
| Q2 2022 | 231,371 | $11.3M | 6.3% | −42,815−15.6% | Reduced | Holders |
| Q1 2022 | 274,186 | $15.2M | 8.1% | +26,625+10.8% | Added | Holders |
| Q4 2021 | 247,561 | $13.0M | 8.0% | −12,637−4.9% | Reduced | Holders |
| Q3 2021 | 260,198 | $11.3M | 7.2% | −66,112−20.3% | Reduced | Holders |
| Q2 2021 | 326,310 | $13.8M | 9.0% | – | No prior filing | Holders |