Destination 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 | $286K | Sell |
2,784
-862
| -24% | -$88.4K | 0.01% | 217 |
|
|
2025
Q1 | $314K | Hold |
3,646
| – | – | 0.01% | 201 |
|
|
2024
Q4 | $383K | Sell |
3,646
-61
| -2% | -$6.41K | 0.01% | 182 |
|
|
2024
Q3 | $440K | Buy |
3,707
+761
| +26% | +$90.4K | 0.01% | 169 |
|
|
2024
Q2 | $264K | Hold |
2,946
| – | – | 0.01% | 181 |
|
|
2024
Q1 | $236K | Hold |
2,946
| – | – | 0.01% | 192 |
|
|
2023
Q4 | $206K | Sell |
2,946
-1,930
| -40% | -$135K | 0.01% | 194 |
|
|
2023
Q3 | $290K | Sell |
4,876
-257
| -5% | -$15.3K | 0.01% | 166 |
|
|
2023
Q2 | $292K | Buy |
5,133
+941
| +22% | +$53.5K | 0.01% | 171 |
|
|
2023
Q1 | $222K | Buy |
4,192
+97
| +2% | +$5.13K | 0.01% | 192 |
|
|
2022
Q4 | $204K | Buy |
+4,095
| New | +$204K | 0.01% | 192 |
|
|
2019
Q3 | – | Sell |
-1,462
| Closed | -$46K | – | 312 |
|
|
2019
Q2 | $46K | Hold |
1,462
| – | – | ﹤0.01% | 286 |
|
|
2019
Q1 | $52K | Hold |
1,462
| – | – | ﹤0.01% | 256 |
|
|
2018
Q4 | $47K | Hold |
1,462
| – | – | ﹤0.01% | 263 |
|
|
2018
Q3 | $50K | Hold |
1,462
| – | – | ﹤0.01% | 283 |
|
|
2018
Q2 | $51K | Hold |
1,462
| – | – | ﹤0.01% | 254 |
|
|
2018
Q1 | $48K | Buy |
+1,462
| New | +$48K | ﹤0.01% | 258 |
|