Destination Wealth Management’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
Q2 | $286K | Sell |
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|
2025
Q1 | $314K | Hold |
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|
2024
Q4 | $383K | Sell |
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|
2024
Q3 | $440K | Buy |
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|
2024
Q2 | $264K | Hold |
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|
2024
Q1 | $236K | Hold |
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|
2023
Q4 | $206K | Sell |
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|
2023
Q3 | $290K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $222K | Buy |
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|
2022
Q4 | $204K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $46K | Hold |
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|
2019
Q1 | $52K | Hold |
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|
2018
Q4 | $47K | Hold |
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|
2018
Q3 | $50K | Hold |
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|
2018
Q2 | $51K | Hold |
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|
2018
Q1 | $48K | Buy |
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