Geneos 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
Q3 | $6.73K | Sell |
|
|||||
|
2025
Q2 | $246K | Buy |
|
|||||
|
2025
Q1 | $180K | Buy |
|
|||||
|
2024
Q4 | $120K | Sell |
|
|||||
|
2024
Q3 | $138K | Sell |
|
|||||
|
2024
Q2 | $146K | Sell |
|
|||||
|
2024
Q1 | $375K | Buy |
|
|||||
|
2023
Q4 | $110K | Sell |
|
|||||
|
2023
Q3 | $328K | Sell |
|
|||||
|
2023
Q2 | $314K | Buy |
|
|||||
|
2023
Q1 | $118K | Sell |
|
|||||
|
2022
Q4 | $255K | Sell |
|
|||||
|
2022
Q3 | $660K | Sell |
|
|||||
|
2022
Q2 | $831K | Sell |
|
|||||
|
2022
Q1 | $962K | Sell |
|
|||||
|
2021
Q4 | $923K | Buy |
|
|||||
|
2021
Q3 | $734K | Buy |
|
|||||
|
2021
Q2 | $661K | Sell |
|
|||||
|
2021
Q1 | $693K | Sell |
|
|||||
|
2020
Q4 | $760K | Buy |
|
|||||
|
2020
Q3 | $323K | Hold |
|
|||||
|
2020
Q2 | $300K | Buy |
|
|||||
|
2020
Q1 | $292K | Sell |
|
|||||
|
2019
Q4 | $383K | Buy |
|
|||||
|
2019
Q3 | $126K | Buy |
|
|||||
|
2019
Q2 | $58K | Sell |
|
|||||
|
2019
Q1 | $78K | Buy |
|
|||||
|
2018
Q4 | $27K | Buy |
|
|||||
|
2018
Q3 | $27K | Hold |
|
|||||
|
2018
Q2 | $28K | Hold |
|
|||||
|
2018
Q1 | $26K | Hold |
|
|||||
|
2017
Q4 | $30K | Hold |
|
|||||
|
2017
Q3 | $31K | Hold |
|
|||||
|
2017
Q2 | $27K | Sell |
|
|||||
|
2017
Q1 | $29K | Hold |
|
|||||
|
2016
Q4 | $27K | Buy |
|
|||||
|
2016
Q3 | $30K | Hold |
|
|||||
|
2016
Q2 | $31K | Hold |
|
|||||
|
2016
Q1 | $26K | Buy |
|