Golden State Equity Partners’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 | $651K | Buy |
6,346
+1,196
| +23% | +$123K | 0.12% | 207 |
|
|
2025
Q1 | $443K | Sell |
5,150
-152
| -3% | -$13.1K | 0.09% | 267 |
|
|
2024
Q4 | $557K | Buy |
+5,302
| New | +$557K | 0.11% | 212 |
|
|
2024
Q3 | – | Sell |
-5,415
| Closed | -$485K | – | 856 |
|
|
2024
Q2 | $485K | Buy |
+5,415
| New | +$485K | 0.1% | 224 |
|
|
2023
Q4 | $402K | Sell |
5,749
-62
| -1% | -$4.34K | 0.1% | 222 |
|
|
2023
Q3 | $345K | Sell |
5,811
-41
| -0.7% | -$2.44K | 0.1% | 224 |
|
|
2023
Q2 | $333K | Buy |
+5,852
| New | +$333K | 0.09% | 244 |
|