Baldwin 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,775
| Closed | -$211K | – | 630 |
|
|
2024
Q3 | $211K | Sell |
1,775
-233
| -12% | -$27.7K | 0.01% | 322 |
|
|
2024
Q2 | $180K | Hold |
2,008
| – | – | 0.01% | 213 |
|
|
2024
Q1 | $161K | Hold |
2,008
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $141K | Hold |
2,008
| – | – | 0.01% | 241 |
|
|
2023
Q3 | $119K | Hold |
2,008
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $114K | Hold |
2,008
| – | – | 0.01% | 301 |
|
|
2023
Q1 | $106K | Hold |
2,008
| – | – | 0.01% | 316 |
|
|
2022
Q4 | $100K | Buy |
2,008
+808
| +67% | +$40.3K | 0.01% | 319 |
|
|
2022
Q3 | $53K | Hold |
1,200
| – | – | 0.01% | 324 |
|
|
2022
Q2 | $58K | Buy |
1,200
+200
| +20% | +$9.67K | 0.01% | 331 |
|
|
2022
Q1 | $55K | Buy |
+1,000
| New | +$55K | 0.01% | 357 |
|
|
2020
Q1 | – | Sell |
-1,229
| Closed | -$39K | – | 558 |
|
|
2019
Q4 | $39K | Hold |
1,229
| – | – | 0.01% | 348 |
|
|
2019
Q3 | $40K | Hold |
1,229
| – | – | 0.01% | 335 |
|
|
2019
Q2 | $38K | Hold |
1,229
| – | – | 0.01% | 336 |
|
|
2019
Q1 | $44K | Buy |
+1,229
| New | +$44K | 0.01% | 316 |
|