Balboa Wealth Partners’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
$216K Buy
+2,106
New +$216K 0.04% 313
2025
Q1
Sell
-4,031
Closed -$424K 350
2024
Q4
$424K Buy
4,031
+1,931
+92% +$203K 0.1% 159
2024
Q3
$250K Buy
+2,100
New +$250K 0.06% 220