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Blake Schutter Theil Wealth Advisors’s Iron Mountain IRM Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio IRM Stock Details IRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,322
Closed -$286K – 108
2025
Q1 		$286K Sell
3,322
-1,000
-23% -$86K 0.32% 91
2024
Q4 		$454K Hold
4,322
– – 0.48% 60
2024
Q3 		$514K Buy
+4,322
New +$514K 0.37% 78