HB 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 | $1.03M | Buy |
10,022
+299
| +3% | +$30.7K | 0.01% | 511 |
|
|
2025
Q1 | $837K | Buy |
9,723
+1,832
| +23% | +$158K | 0.01% | 580 |
|
|
2024
Q4 | $829K | Sell |
7,891
-1,446
| -15% | -$152K | 0.01% | 456 |
|
|
2024
Q3 | $1.11M | Buy |
9,337
+2,702
| +41% | +$321K | 0.01% | 367 |
|
|
2024
Q2 | $595K | Buy |
6,635
+471
| +8% | +$42.2K | 0.01% | 488 |
|
|
2024
Q1 | $494K | Buy |
6,164
+90
| +1% | +$7.22K | 0.01% | 503 |
|
|
2023
Q4 | $425K | Sell |
6,074
-342
| -5% | -$23.9K | 0.01% | 507 |
|
|
2023
Q3 | $381K | Buy |
6,416
+1,374
| +27% | +$81.7K | 0.01% | 507 |
|
|
2023
Q2 | $286K | Sell |
5,042
-300
| -6% | -$17K | ﹤0.01% | 557 |
|
|
2023
Q1 | $283K | Buy |
5,342
+501
| +10% | +$26.5K | ﹤0.01% | 550 |
|
|
2022
Q4 | $241K | Buy |
+4,841
| New | +$241K | ﹤0.01% | 586 |
|
|
2022
Q3 | – | Sell |
-4,360
| Closed | -$212K | – | 592 |
|
|
2022
Q2 | $212K | Buy |
4,360
+225
| +5% | +$10.9K | ﹤0.01% | 532 |
|
|
2022
Q1 | $229K | Buy |
4,135
+284
| +7% | +$15.7K | ﹤0.01% | 532 |
|
|
2021
Q4 | $202K | Buy |
+3,851
| New | +$202K | ﹤0.01% | 496 |
|