Bogart Wealth LLC’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 | $399K | Buy |
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|
2025
Q2 | $401K | Hold |
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|
2025
Q1 | $336K | Sell |
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|
2024
Q4 | $417K | Sell |
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|
2024
Q3 | $485K | Sell |
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|
2024
Q2 | $373K | Buy |
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|
2024
Q1 | $332K | Buy |
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|
2023
Q4 | $288K | Hold |
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|
2023
Q3 | $244K | Buy |
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|
2023
Q2 | $232K | Buy |
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|
2023
Q1 | $214K | Hold |
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|
2022
Q4 | $202K | Hold |
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|
2022
Q3 | $178K | Buy |
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|
2022
Q2 | $143K | Hold |
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|
2022
Q1 | $162K | Buy |
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|
2021
Q4 | $101K | Buy |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $36K | Buy |
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