GC Wealth Management RIA’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 | $882K | Buy |
8,598
+1,864
| +28% | +$191K | 0.07% | 222 |
|
2025
Q1 | $579K | Buy |
6,734
+582
| +9% | +$50.1K | 0.11% | 161 |
|
2024
Q4 | $647K | Sell |
6,152
-378
| -6% | -$39.7K | 0.11% | 150 |
|
2024
Q3 | $776K | Sell |
6,530
-11,254
| -63% | -$1.34M | 0.14% | 131 |
|
2024
Q2 | $1.59M | Buy |
17,784
+3,958
| +29% | +$355K | 0.31% | 65 |
|
2024
Q1 | $1.11M | Buy |
+13,826
| New | +$1.11M | 0.22% | 90 |
|