Carson Wealth (CWM LLC)’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $863K | Buy |
8,415
+1,820
| +28% | +$187K | ﹤0.01% | 1322 |
|
|
2025
Q1 | $567K | Sell |
6,595
-245
| -4% | -$21.1K | ﹤0.01% | 1398 |
|
|
2024
Q4 | $719K | Sell |
6,840
-850
| -11% | -$89.3K | ﹤0.01% | 1237 |
|
|
2024
Q3 | $914K | Buy |
7,690
+45
| +0.6% | +$5.35K | ﹤0.01% | 1086 |
|
|
2024
Q2 | $685K | Buy |
7,645
+1,593
| +26% | +$143K | ﹤0.01% | 1070 |
|
|
2024
Q1 | $485K | Sell |
6,052
-706
| -10% | -$56.6K | ﹤0.01% | 1155 |
|
|
2023
Q4 | $473K | Buy |
6,758
+896
| +15% | +$62.7K | ﹤0.01% | 1082 |
|
|
2023
Q3 | $348K | Buy |
5,862
+1,071
| +22% | +$63.6K | ﹤0.01% | 1101 |
|
|
2023
Q2 | $272K | Sell |
4,791
-1,446
| -23% | -$82.1K | ﹤0.01% | 1145 |
|
|
2023
Q1 | $330K | Buy |
6,237
+2,086
| +50% | +$110K | ﹤0.01% | 1023 |
|
|
2022
Q4 | $207K | Buy |
4,151
+755
| +22% | +$37.7K | ﹤0.01% | 1091 |
|
|
2022
Q3 | $149K | Sell |
3,396
-181
| -5% | -$7.94K | ﹤0.01% | 1160 |
|
|
2022
Q2 | $174K | Buy |
3,577
+318
| +10% | +$15.5K | ﹤0.01% | 1092 |
|
|
2022
Q1 | $181K | Buy |
3,259
+624
| +24% | +$34.7K | ﹤0.01% | 1073 |
|
|
2021
Q4 | $138K | Buy |
+2,635
| New | +$138K | ﹤0.01% | 1173 |
|
|
2021
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2021
Q1 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q4 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q3 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2020
Q1 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q4 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q3 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q2 | $82K | Hold |
1,934
| – | – | ﹤0.01% | 1201 |
|
|
2019
Q1 | $82K | Buy |
+1,934
| New | +$82K | ﹤0.01% | 1201 |
|
|
2017
Q4 | – | Sell |
-439
| Closed | -$17K | – | 1511 |
|
|
2017
Q3 | $17K | Buy |
+439
| New | +$17K | ﹤0.01% | 747 |
|
|
2014
Q1 | – | Sell |
-195
| Closed | -$5K | – | 287 |
|
|
2013
Q4 | $5K | Sell |
195
-413
| -68% | -$10.6K | ﹤0.01% | 471 |
|
|
2013
Q3 | $15K | Buy |
+608
| New | +$15K | ﹤0.01% | 295 |
|