CWP
Cyndeo Wealth Partners’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.51M | Sell |
34,227
-862
| -2% | -$88.4K | 0.21% | 121 |
|
|
2025
Q1 | $3.02M | Buy |
35,089
+3
| +0% | +$258 | 0.2% | 128 |
|
|
2024
Q4 | $3.69M | Sell |
35,086
-1
| -0% | -$105 | 0.25% | 103 |
|
|
2024
Q3 | $4.17M | Buy |
35,087
+1,354
| +4% | +$161K | 0.29% | 95 |
|
|
2024
Q2 | $3.02M | Sell |
33,733
-180
| -0.5% | -$16.1K | 0.24% | 120 |
|
|
2024
Q1 | $2.72M | Sell |
33,913
-1,344
| -4% | -$108K | 0.23% | 124 |
|
|
2023
Q4 | $2.47M | Hold |
35,257
| – | – | 0.23% | 118 |
|
|
2023
Q3 | $2.1M | Hold |
35,257
| – | – | 0.22% | 121 |
|
|
2023
Q2 | $2M | Hold |
35,257
| – | – | 0.21% | 120 |
|
|
2023
Q1 | $1.87M | Buy |
35,257
+2
| +0% | +$106 | 0.2% | 131 |
|
|
2022
Q4 | $1.76M | Buy |
+35,255
| New | +$1.76M | 0.21% | 132 |
|