Abound Wealth Management’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
$76.8K Hold
748
0.02% 154
2025
Q1
$64.4K Sell
748
-13
-2% -$1.12K 0.02% 158
2024
Q4
$80K Buy
761
+14
+2% +$1.47K 0.03% 128
2024
Q3
$88.8K Hold
747
0.03% 116
2024
Q2
$67K Sell
747
-12
-2% -$1.08K 0.02% 120
2024
Q1
$60.9K Hold
759
0.02% 130
2023
Q4
$53.1K Sell
759
-46
-6% -$3.22K 0.02% 139
2023
Q3
$47.8K Buy
805
+1
+0.1% +$59 0.02% 137
2023
Q2
$45.7K Buy
804
+11
+1% +$625 0.02% 143
2023
Q1
$42K Hold
793
0.02% 140
2022
Q4
$39.6K Buy
793
+15
+2% +$748 0.02% 133
2022
Q3
$34.2K Buy
+778
New +$34.2K 0.02% 148