Badgley Phelps Wealth Managers’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 | $743K | Sell |
7,245
-25
| -0.3% | -$2.56K | 0.02% | 197 |
|
|
2025
Q1 | $626K | Sell |
7,270
-123
| -2% | -$10.6K | 0.02% | 201 |
|
|
2024
Q4 | $782K | Sell |
7,393
-58
| -0.8% | -$6.14K | 0.02% | 186 |
|
|
2024
Q3 | $891K | Hold |
7,451
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $672K | Sell |
7,451
-1,353
| -15% | -$122K | 0.02% | 184 |
|
|
2024
Q1 | $712K | Sell |
8,804
-1,370
| -13% | -$111K | 0.02% | 183 |
|
|
2023
Q4 | $719K | Sell |
10,174
-942
| -8% | -$66.5K | 0.02% | 175 |
|
|
2023
Q3 | $661K | Buy |
11,116
+1,291
| +13% | +$76.8K | 0.02% | 160 |
|
|
2023
Q2 | $558K | Buy |
+9,825
| New | +$558K | 0.02% | 175 |
|