IHT Wealth Management’s Iron Mountain IRM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.74M Sell
16,951
-138
-0.8% -$14.2K 0.05% 345
2025
Q1
$1.47M Buy
17,089
+6,668
+64% +$574K 0.05% 357
2024
Q4
$1.1M Sell
10,421
-1,680
-14% -$177K 0.04% 430
2024
Q3
$1.44M Buy
12,101
+2,479
+26% +$294K 0.04% 402
2024
Q2
$862K Buy
9,622
+346
+4% +$31K 0.03% 472
2024
Q1
$744K Buy
9,276
+74
+0.8% +$5.94K 0.03% 507
2023
Q4
$644K Buy
9,202
+407
+5% +$28.5K 0.03% 517
2023
Q3
$523K Buy
8,795
+35
+0.4% +$2.08K 0.03% 540
2023
Q2
$498K Buy
8,760
+505
+6% +$28.7K 0.03% 537
2023
Q1
$437K Buy
8,255
+35
+0.4% +$1.85K 0.02% 551
2022
Q4
$410K Buy
8,220
+1,189
+17% +$59.3K 0.03% 551
2022
Q3
$309K Buy
7,031
+2,914
+71% +$128K 0.02% 609
2022
Q2
$200K Buy
4,117
+94
+2% +$4.57K 0.02% 666
2022
Q1
$223K Buy
4,023
+43
+1% +$2.38K 0.02% 673
2021
Q4
$208K Buy
+3,980
New +$208K 0.02% 741
2018
Q2
Sell
-1,658
Closed -$54K 886
2018
Q1
$54K Buy
1,658
+2
+0.1% +$65 0.01% 650
2017
Q4
$61K Buy
1,656
+1,549
+1,448% +$57.1K 0.02% 632
2017
Q3
$4K Hold
107
﹤0.01% 1124
2017
Q2
$11 Hold
107
0.01% 948
2017
Q1
$4K Hold
107
﹤0.01% 985
2016
Q4
$4K Buy
+107
New +$4K ﹤0.01% 947