Empirical Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $349K | Buy |
+3,405
| New | +$349K | 0.01% | 496 |
|
|
2024
Q3 | – | Sell |
-5,609
| Closed | -$503K | – | 587 |
|
|
2024
Q2 | $503K | Hold |
5,609
| – | – | 0.01% | 359 |
|
|
2024
Q1 | $450K | Sell |
5,609
-771
| -12% | -$61.8K | 0.01% | 359 |
|
|
2023
Q4 | $446K | Buy |
6,380
+771
| +14% | +$54K | 0.01% | 337 |
|
|
2023
Q3 | $333K | Buy |
5,609
+250
| +5% | +$14.9K | 0.01% | 353 |
|
|
2023
Q2 | $304K | Sell |
5,359
-19,165
| -78% | -$1.09M | 0.01% | 369 |
|
|
2023
Q1 | $1.3M | Sell |
24,524
-1,716
| -7% | -$90.8K | 0.06% | 179 |
|
|
2022
Q4 | $1.31M | Sell |
26,240
-650
| -2% | -$32.4K | 0.06% | 175 |
|
|
2022
Q3 | $1.18M | Buy |
26,890
+6,066
| +29% | +$267K | 0.06% | 184 |
|
|
2022
Q2 | $1.01M | Sell |
20,824
-260
| -1% | -$12.7K | 0.05% | 196 |
|
|
2022
Q1 | $1.17M | Buy |
21,084
+127
| +0.6% | +$7.04K | 0.06% | 190 |
|
|
2021
Q4 | $1.1M | Buy |
+20,957
| New | +$1.1M | 0.05% | 199 |
|