Bartlett & Co Wealth Management’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
Q3 | $39.3K | Buy |
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|
2025
Q2 | $34.1K | Sell |
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|
2025
Q1 | $38.4K | Buy |
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|
2024
Q4 | $46.6K | Hold |
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|
2024
Q3 | $52.6K | Hold |
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|
2024
Q2 | $39.7K | Hold |
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|
2024
Q1 | $35.6K | Hold |
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|
2023
Q4 | $31.4K | Buy |
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|
2023
Q3 | $4.21K | Hold |
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|
2023
Q2 | $4.02K | Hold |
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|
2023
Q1 | $3.75K | Hold |
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|
2022
Q4 | $3.53K | Hold |
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|
2022
Q3 | $3.12K | Hold |
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|
2022
Q2 | $3.45K | Hold |
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|
2022
Q1 | $3.92K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16.4K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $14.6K | Hold |
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|
2020
Q1 | $13.3K | Hold |
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|
2019
Q4 | $17.7K | Hold |
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|
2019
Q3 | $18K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $6.58K | Buy |
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