GeoWealth 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 | $2.42M | Sell |
23,632
-128
| -0.5% | -$13.1K | 0.09% | 128 |
|
|
2025
Q1 | $2.04M | Sell |
23,760
-3,469
| -13% | -$298K | 0.08% | 144 |
|
|
2024
Q4 | $2.86M | Buy |
27,229
+5,490
| +25% | +$577K | 0.09% | 146 |
|
|
2024
Q3 | $2.58M | Sell |
21,739
-1,113
| -5% | -$132K | 0.09% | 159 |
|
|
2024
Q2 | $2.05M | Buy |
22,852
+9,899
| +76% | +$887K | 0.09% | 158 |
|
|
2024
Q1 | $1.04M | Buy |
12,953
+10,138
| +360% | +$813K | 0.04% | 286 |
|
|
2023
Q4 | $198K | Buy |
2,815
+2,170
| +336% | +$153K | 0.02% | 510 |
|
|
2023
Q3 | $38K | Buy |
645
+329
| +104% | +$19.4K | ﹤0.01% | 406 |
|
|
2023
Q2 | $18K | Sell |
316
-25
| -7% | -$1.42K | ﹤0.01% | 384 |
|
|
2023
Q1 | $18K | Sell |
341
-48
| -12% | -$2.53K | ﹤0.01% | 324 |
|
|
2022
Q4 | $19K | Sell |
389
-61
| -14% | -$2.98K | ﹤0.01% | 320 |
|
|
2022
Q3 | $20K | Buy |
450
+72
| +19% | +$3.2K | ﹤0.01% | 314 |
|
|
2022
Q2 | $18K | Buy |
378
+54
| +17% | +$2.57K | ﹤0.01% | 308 |
|
|
2022
Q1 | $18K | Buy |
+324
| New | +$18K | ﹤0.01% | 373 |
|