Carson Wealth (CWM 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 | $1.2M | Buy |
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|
2025
Q2 | $863K | Buy |
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|
2025
Q1 | $567K | Sell |
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|
2024
Q4 | $719K | Sell |
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|
2024
Q3 | $914K | Buy |
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|
2024
Q2 | $685K | Buy |
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|
2024
Q1 | $485K | Sell |
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|
2023
Q4 | $473K | Buy |
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|
2023
Q3 | $348K | Buy |
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|
2023
Q2 | $272K | Sell |
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|
2023
Q1 | $330K | Buy |
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|
2022
Q4 | $207K | Buy |
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|
2022
Q3 | $149K | Sell |
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|
2022
Q2 | $174K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $138K | Buy |
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|
2021
Q2 | $82K | Hold |
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|
2021
Q1 | $82K | Hold |
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|
2020
Q4 | $82K | Hold |
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|
2020
Q3 | $82K | Hold |
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|
2020
Q2 | $82K | Hold |
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|
2020
Q1 | $82K | Hold |
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|
2019
Q4 | $82K | Hold |
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|
2019
Q3 | $82K | Hold |
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|
2019
Q2 | $82K | Hold |
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|
2019
Q1 | $82K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $17K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $5K | Sell |
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|
2013
Q3 | $15K | Buy |
|