Bartlett & Co Wealth Management’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 | $34.1K | Sell |
330
-112
| -25% | -$11.6K | ﹤0.01% | 721 |
|
|
2025
Q1 | $38.4K | Buy |
442
+2
| +0.5% | +$174 | ﹤0.01% | 699 |
|
|
2024
Q4 | $46.6K | Hold |
440
| – | – | ﹤0.01% | 664 |
|
|
2024
Q3 | $52.6K | Hold |
440
| – | – | ﹤0.01% | 646 |
|
|
2024
Q2 | $39.7K | Hold |
440
| – | – | ﹤0.01% | 695 |
|
|
2024
Q1 | $35.6K | Hold |
440
| – | – | ﹤0.01% | 716 |
|
|
2023
Q4 | $31.4K | Buy |
440
+370
| +529% | +$26.4K | ﹤0.01% | 785 |
|
|
2023
Q3 | $4.21K | Hold |
70
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q2 | $4.02K | Hold |
70
| – | – | ﹤0.01% | 1011 |
|
|
2023
Q1 | $3.75K | Hold |
70
| – | – | ﹤0.01% | 936 |
|
|
2022
Q4 | $3.53K | Hold |
70
| – | – | ﹤0.01% | 959 |
|
|
2022
Q3 | $3.12K | Hold |
70
| – | – | ﹤0.01% | 993 |
|
|
2022
Q2 | $3.45K | Hold |
70
| – | – | ﹤0.01% | 1100 |
|
|
2022
Q1 | $3.92K | Buy |
+70
| New | +$3.92K | ﹤0.01% | 938 |
|
|
2021
Q1 | – | Sell |
-546
| Closed | -$16.4K | – | 1151 |
|
|
2020
Q4 | $16.4K | Hold |
546
| – | – | ﹤0.01% | 688 |
|
|
2020
Q3 | $15K | Hold |
546
| – | – | ﹤0.01% | 648 |
|
|
2020
Q2 | $14.6K | Hold |
546
| – | – | ﹤0.01% | 644 |
|
|
2020
Q1 | $13.3K | Hold |
546
| – | – | ﹤0.01% | 624 |
|
|
2019
Q4 | $17.7K | Hold |
546
| – | – | ﹤0.01% | 670 |
|
|
2019
Q3 | $18K | Buy |
+546
| New | +$18K | ﹤0.01% | 668 |
|
|
2018
Q3 | – | Sell |
-188
| Closed | -$6.58K | – | 728 |
|
|
2018
Q2 | $6.58K | Buy |
+188
| New | +$6.58K | ﹤0.01% | 622 |
|