Crown Wealth Group’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 | $388K | Sell |
3,778
-19
| -0.5% | -$1.95K | 0.15% | 70 |
|
|
2025
Q1 | $327K | Buy |
3,797
+39
| +1% | +$3.36K | 0.17% | 65 |
|
|
2024
Q4 | $395K | Buy |
3,758
+12
| +0.3% | +$1.26K | 0.16% | 72 |
|
|
2024
Q3 | $445K | Sell |
3,746
-615
| -14% | -$73.1K | 0.19% | 63 |
|
|
2024
Q2 | $391K | Sell |
4,361
-182
| -4% | -$16.3K | 0.2% | 58 |
|
|
2024
Q1 | $364K | Buy |
4,543
+153
| +3% | +$12.3K | 0.19% | 60 |
|
|
2023
Q4 | $307K | Buy |
4,390
+240
| +6% | +$16.8K | 0.19% | 59 |
|
|
2023
Q3 | $247K | Hold |
4,150
| – | – | 0.19% | 58 |
|
|
2023
Q2 | $236K | Hold |
4,150
| – | – | 0.19% | 57 |
|
|
2023
Q1 | $220K | Hold |
4,150
| – | – | 0.18% | 56 |
|
|
2022
Q4 | $207K | Buy |
+4,150
| New | +$207K | 0.19% | 64 |
|
|
2022
Q3 | – | Sell |
-5,150
| Closed | -$251K | – | 64 |
|
|
2022
Q2 | $251K | Hold |
5,150
| – | – | 0.23% | 57 |
|
|
2022
Q1 | $285K | Buy |
+5,150
| New | +$285K | 0.2% | 71 |
|