Carolinas Wealth Consulting’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
Sell
-82
Closed -$7.04K 462
2025
Q1
$7.04K Sell
82
-1,062
-93% -$91.2K ﹤0.01% 559
2024
Q4
$121K Sell
1,144
-5
-0.4% -$529 0.02% 230
2024
Q3
$137K Buy
1,149
+5
+0.4% +$597 0.02% 217
2024
Q2
$103K Buy
1,144
+33
+3% +$2.96K 0.02% 252
2024
Q1
$89.8K Buy
1,111
+61
+6% +$4.93K 0.02% 280
2023
Q4
$74.2K Hold
1,050
0.02% 280
2023
Q3
$62K Buy
1,050
+22
+2% +$1.3K 0.02% 287
2023
Q2
$59K Sell
1,028
-250
-20% -$14.4K 0.01% 325
2023
Q1
$68.4K Buy
1,278
+4
+0.3% +$214 0.01% 314
2022
Q4
$64.6K Sell
1,274
-390
-23% -$19.8K 0.01% 317
2022
Q3
$74K Buy
1,664
+17
+1% +$756 0.02% 276
2022
Q2
$81K Buy
1,647
+15
+0.9% +$738 0.02% 271
2022
Q1
$91K Sell
1,632
-11
-0.7% -$613 0.02% 265
2021
Q4
$87K Buy
1,643
+18
+1% +$953 0.02% 278
2021
Q3
$72K Sell
1,625
-59
-4% -$2.61K 0.02% 287
2021
Q2
$72K Buy
1,684
+1,013
+151% +$43.3K 0.02% 309
2021
Q1
$25K Sell
671
-212
-24% -$7.9K 0.01% 476
2020
Q4
$27K Buy
883
+463
+110% +$14.2K 0.01% 430
2020
Q3
$12K Buy
+420
New +$12K ﹤0.01% 448
2020
Q2
Hold
0
578