AllSquare 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 | $40.5K | Hold |
395
| – | – | 0.02% | 247 |
|
|
2025
Q1 | $34K | Hold |
395
| – | – | 0.02% | 254 |
|
|
2024
Q4 | $41.5K | Hold |
395
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $46.9K | Sell |
395
-75
| -16% | -$8.91K | 0.03% | 220 |
|
|
2024
Q2 | $42.1K | Sell |
470
-89
| -16% | -$7.98K | 0.03% | 223 |
|
|
2024
Q1 | $44.8K | Sell |
559
-153
| -21% | -$12.3K | 0.03% | 226 |
|
|
2023
Q4 | $49.8K | Hold |
712
| – | – | 0.03% | 212 |
|
|
2023
Q3 | $42.3K | Hold |
712
| – | – | 0.03% | 213 |
|
|
2023
Q2 | $38K | Sell |
712
-86
| -11% | -$4.59K | 0.02% | 238 |
|
|
2023
Q1 | $42.2K | Hold |
798
| – | – | 0.03% | 225 |
|
|
2022
Q4 | $39.8K | Hold |
798
| – | – | 0.03% | 221 |
|
|
2022
Q3 | $35K | Hold |
798
| – | – | 0.03% | 227 |
|
|
2022
Q2 | $39K | Hold |
798
| – | – | 0.03% | 229 |
|
|
2022
Q1 | $44K | Buy |
+798
| New | +$44K | 0.03% | 241 |
|