Geneos 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 | $246K | Buy |
2,399
+307
| +15% | +$31.5K | 0.01% | 918 |
|
|
2025
Q1 | $180K | Buy |
2,092
+950
| +83% | +$81.7K | ﹤0.01% | 1276 |
|
|
2024
Q4 | $120K | Sell |
1,142
-20
| -2% | -$2.1K | ﹤0.01% | 1003 |
|
|
2024
Q3 | $138K | Sell |
1,162
-469
| -29% | -$55.7K | 0.01% | 870 |
|
|
2024
Q2 | $146K | Sell |
1,631
-3,050
| -65% | -$273K | 0.01% | 781 |
|
|
2024
Q1 | $375K | Buy |
4,681
+3,102
| +196% | +$249K | 0.02% | 556 |
|
|
2023
Q4 | $110K | Sell |
1,579
-3,940
| -71% | -$276K | 0.01% | 809 |
|
|
2023
Q3 | $328K | Sell |
5,519
-5
| -0.1% | -$297 | 0.02% | 555 |
|
|
2023
Q2 | $314K | Buy |
5,524
+3,287
| +147% | +$187K | 0.02% | 579 |
|
|
2023
Q1 | $118K | Sell |
2,237
-2,875
| -56% | -$152K | 0.01% | 791 |
|
|
2022
Q4 | $255K | Sell |
5,112
-9,912
| -66% | -$494K | 0.02% | 580 |
|
|
2022
Q3 | $660K | Sell |
15,024
-1,827
| -11% | -$80.3K | 0.05% | 331 |
|
|
2022
Q2 | $831K | Sell |
16,851
-511
| -3% | -$25.2K | 0.04% | 371 |
|
|
2022
Q1 | $962K | Sell |
17,362
-286
| -2% | -$15.8K | 0.04% | 368 |
|
|
2021
Q4 | $923K | Buy |
17,648
+954
| +6% | +$49.9K | 0.04% | 422 |
|
|
2021
Q3 | $734K | Buy |
16,694
+1,231
| +8% | +$54.1K | 0.03% | 471 |
|
|
2021
Q2 | $661K | Sell |
15,463
-1,564
| -9% | -$66.9K | 0.03% | 484 |
|
|
2021
Q1 | $693K | Sell |
17,027
-3,428
| -17% | -$140K | 0.02% | 538 |
|
|
2020
Q4 | $760K | Buy |
20,455
+8,255
| +68% | +$307K | 0.03% | 431 |
|
|
2020
Q3 | $323K | Hold |
12,200
| – | – | 0.02% | 536 |
|
|
2020
Q2 | $300K | Buy |
12,200
+180
| +1% | +$4.43K | 0.02% | 550 |
|
|
2020
Q1 | $292K | Sell |
12,020
-50
| -0.4% | -$1.22K | 0.02% | 504 |
|
|
2019
Q4 | $383K | Buy |
12,070
+8,139
| +207% | +$258K | 0.02% | 500 |
|
|
2019
Q3 | $126K | Buy |
3,931
+2,052
| +109% | +$65.8K | 0.01% | 814 |
|
|
2019
Q2 | $58K | Sell |
1,879
-345
| -16% | -$10.6K | ﹤0.01% | 1113 |
|
|
2019
Q1 | $78K | Buy |
2,224
+1,363
| +158% | +$47.8K | 0.01% | 955 |
|
|
2018
Q4 | $27K | Buy |
861
+61
| +8% | +$1.91K | ﹤0.01% | 1371 |
|
|
2018
Q3 | $27K | Hold |
800
| – | – | ﹤0.01% | 1449 |
|
|
2018
Q2 | $28K | Hold |
800
| – | – | ﹤0.01% | 1310 |
|
|
2018
Q1 | $26K | Hold |
800
| – | – | ﹤0.01% | 1277 |
|
|
2017
Q4 | $30K | Hold |
800
| – | – | ﹤0.01% | 1234 |
|
|
2017
Q3 | $31K | Hold |
800
| – | – | ﹤0.01% | 1155 |
|
|
2017
Q2 | $27K | Sell |
800
-40
| -5% | -$1.35K | ﹤0.01% | 1160 |
|
|
2017
Q1 | $29K | Hold |
840
| – | – | ﹤0.01% | 1099 |
|
|
2016
Q4 | $27K | Buy |
840
+40
| +5% | +$1.29K | ﹤0.01% | 1062 |
|
|
2016
Q3 | $30K | Hold |
800
| – | – | ﹤0.01% | 988 |
|
|
2016
Q2 | $31K | Hold |
800
| – | – | ﹤0.01% | 974 |
|
|
2016
Q1 | $26K | Buy |
+800
| New | +$26K | ﹤0.01% | 1010 |
|