Beverly Hills Private Wealth’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 | $437K | Sell |
4,265
-622
| -13% | -$63.8K | 0.08% | 195 |
|
|
2025
Q1 | $420K | Sell |
4,887
-43
| -0.9% | -$3.7K | 0.08% | 199 |
|
|
2024
Q4 | $518K | Sell |
4,930
-1,719
| -26% | -$181K | 0.1% | 167 |
|
|
2024
Q3 | $790K | Sell |
6,649
-920
| -12% | -$109K | 0.16% | 138 |
|
|
2024
Q2 | $678K | Buy |
7,569
+176
| +2% | +$15.8K | 0.15% | 146 |
|
|
2024
Q1 | $593K | Sell |
7,393
-485
| -6% | -$38.9K | 0.14% | 162 |
|
|
2023
Q4 | $551K | Sell |
7,878
-122
| -2% | -$8.54K | 0.14% | 151 |
|
|
2023
Q3 | $476K | Sell |
8,000
-8,275
| -51% | -$492K | 0.14% | 152 |
|
|
2023
Q2 | $991K | Buy |
16,275
+8,408
| +107% | +$512K | 0.16% | 139 |
|
|
2023
Q1 | $416K | Buy |
7,867
+3,399
| +76% | +$180K | 0.13% | 174 |
|
|
2022
Q4 | $223K | Buy |
+4,468
| New | +$223K | 0.1% | 207 |
|