Congress Wealth Management’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 | $5.64M | Buy |
54,950
+25,391
| +86% | +$2.6M | 0.05% | 359 |
|
|
2025
Q1 | $2.55M | Sell |
29,559
-3,347
| -10% | -$288K | 0.03% | 447 |
|
|
2024
Q4 | $3.46M | Sell |
32,906
-21,401
| -39% | -$2.25M | 0.05% | 332 |
|
|
2024
Q3 | $6.45M | Buy |
54,307
+11,307
| +26% | +$1.34M | 0.09% | 262 |
|
|
2024
Q2 | $3.85M | Buy |
+43,000
| New | +$3.85M | 0.06% | 279 |
|
|
2024
Q1 | – | Sell |
-7,278
| Closed | -$509K | – | 611 |
|
|
2023
Q4 | $509K | Buy |
+7,278
| New | +$509K | 0.01% | 459 |
|