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