AWM
Ameliora Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $446K | Buy |
4,350
+1,000
| +30% | +$103K | 0.16% | 73 |
|
|
2025
Q1 | $288K | Buy |
3,350
+3,250
| +3,250% | +$280K | 0.11% | 81 |
|
|
2024
Q4 | $10.5K | Hold |
100
| – | – | ﹤0.01% | 209 |
|
|
2024
Q3 | $11.9K | Hold |
100
| – | – | 0.01% | 134 |
|
|
2024
Q2 | $8.96K | Hold |
100
| – | – | ﹤0.01% | 162 |
|
|
2024
Q1 | $8.02K | Hold |
100
| – | – | ﹤0.01% | 178 |
|
|
2023
Q4 | $7K | Hold |
100
| – | – | ﹤0.01% | 164 |
|
|
2023
Q3 | $5.95K | Hold |
100
| – | – | ﹤0.01% | 197 |
|
|
2023
Q2 | $5.68K | Sell |
100
-1,500
| -94% | -$85.2K | ﹤0.01% | 179 |
|
|
2023
Q1 | $84.7K | Sell |
1,600
-6,000
| -79% | -$317K | 0.05% | 111 |
|
|
2022
Q4 | $379K | Sell |
7,600
-4,500
| -37% | -$224K | 0.2% | 54 |
|
|
2022
Q3 | $549K | Buy |
+12,100
| New | +$549K | 0.3% | 49 |
|