Beverly Hills Private Wealth’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 | $423K | Sell |
|
|||||
|
2025
Q2 | $437K | Sell |
|
|||||
|
2025
Q1 | $420K | Sell |
|
|||||
|
2024
Q4 | $518K | Sell |
|
|||||
|
2024
Q3 | $790K | Sell |
|
|||||
|
2024
Q2 | $678K | Buy |
|
|||||
|
2024
Q1 | $593K | Sell |
|
|||||
|
2023
Q4 | $551K | Sell |
|
|||||
|
2023
Q3 | $476K | Sell |
|
|||||
|
2023
Q2 | $991K | Buy |
|
|||||
|
2023
Q1 | $416K | Buy |
|
|||||
|
2022
Q4 | $223K | Buy |
|