GeoWealth 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
Q2 | $2.42M | Sell |
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|
2025
Q1 | $2.04M | Sell |
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|
2024
Q4 | $2.86M | Buy |
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|
2024
Q3 | $2.58M | Sell |
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|
2024
Q2 | $2.05M | Buy |
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|
2024
Q1 | $1.04M | Buy |
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|
2023
Q4 | $198K | Buy |
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|
2023
Q3 | $38K | Buy |
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|
2023
Q2 | $18K | Sell |
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|
2023
Q1 | $18K | Sell |
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|
2022
Q4 | $19K | Sell |
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|
2022
Q3 | $20K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $18K | Buy |
|