Cornerstone 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 | $423K | Sell |
4,119
-288
| -7% | -$29.5K | 0.03% | 429 |
|
|
2025
Q1 | $379K | Buy |
4,407
+288
| +7% | +$24.8K | 0.03% | 429 |
|
|
2024
Q4 | $433K | Hold |
4,119
| – | – | 0.03% | 380 |
|
|
2024
Q3 | $489K | Buy |
4,119
+1
| +0% | +$119 | 0.03% | 356 |
|
|
2024
Q2 | $369K | Sell |
4,118
-626
| -13% | -$56.1K | 0.03% | 391 |
|
|
2024
Q1 | $380K | Buy |
4,744
+1
| +0% | +$80 | 0.03% | 388 |
|
|
2023
Q4 | $332K | Sell |
4,743
-99
| -2% | -$6.93K | 0.03% | 393 |
|
|
2023
Q3 | $288K | Buy |
4,842
+497
| +11% | +$29.5K | 0.03% | 428 |
|
|
2023
Q2 | $247K | Buy |
+4,345
| New | +$247K | 0.02% | 442 |
|
|
2018
Q4 | – | Sell |
-21,068
| Closed | -$550K | – | 734 |
|
|
2018
Q3 | $550K | Buy |
21,068
+892
| +4% | +$23.3K | 0.01% | 875 |
|
|
2018
Q2 | $578K | Buy |
+20,176
| New | +$578K | 0.01% | 958 |
|