Badgley Phelps Wealth Managers’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
$743K Sell
2025
Q1
$626K Sell
2024
Q4
$782K Sell
2024
Q3
$891K Hold
2024
Q2
$672K Sell
2024
Q1
$712K Sell
2023
Q4
$719K Sell
2023
Q3
$661K Buy
2023
Q2
$558K Buy