Gerber Kawasaki Wealth & Investment 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 | $644K | Buy |
6,283
+63
| +1% | +$6.46K | 0.02% | 178 |
|
|
2025
Q1 | $535K | Buy |
6,220
+42
| +0.7% | +$3.61K | 0.02% | 185 |
|
|
2024
Q4 | $649K | Buy |
6,178
+12
| +0.2% | +$1.26K | 0.03% | 164 |
|
|
2024
Q3 | $733K | Sell |
6,166
-228
| -4% | -$27.1K | 0.03% | 150 |
|
|
2024
Q2 | $573K | Buy |
6,394
+52
| +0.8% | +$4.66K | 0.03% | 159 |
|
|
2024
Q1 | $509K | Buy |
6,342
+61
| +1% | +$4.89K | 0.03% | 173 |
|
|
2023
Q4 | $440K | Hold |
6,281
| – | – | 0.03% | 173 |
|
|
2023
Q3 | $373K | Sell |
6,281
-810
| -11% | -$48.2K | 0.03% | 180 |
|
|
2023
Q2 | $403K | Hold |
7,091
| – | – | 0.03% | 173 |
|
|
2023
Q1 | $375K | Buy |
7,091
+60
| +0.9% | +$3.18K | 0.03% | 181 |
|
|
2022
Q4 | $350K | Hold |
7,031
| – | – | 0.03% | 183 |
|
|
2022
Q3 | $309K | Hold |
7,031
| – | – | 0.03% | 179 |
|
|
2022
Q2 | $342K | Sell |
7,031
-4
| -0.1% | -$195 | 0.03% | 178 |
|
|
2022
Q1 | $389K | Sell |
7,035
-7
| -0.1% | -$387 | 0.03% | 177 |
|
|
2021
Q4 | $368K | Buy |
7,042
+7,038
| +175,950% | +$368K | 0.03% | 187 |
|
|
2021
Q3 | $4K | Sell |
4
-7,039
| -100% | -$7.04M | ﹤0.01% | 778 |
|
|
2021
Q2 | $298K | Buy |
+7,043
| New | +$298K | 0.03% | 193 |
|