Integrated Wealth Concepts’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 | $857K | Buy |
8,357
+612
| +8% | +$62.8K | 0.01% | 1009 |
|
|
2025
Q1 | $666K | Sell |
7,745
-2,036
| -21% | -$175K | 0.01% | 1018 |
|
|
2024
Q4 | $1.03M | Sell |
9,781
-1,377
| -12% | -$145K | 0.01% | 797 |
|
|
2024
Q3 | $1.33M | Buy |
11,158
+35
| +0.3% | +$4.16K | 0.02% | 692 |
|
|
2024
Q2 | $997K | Buy |
11,123
+143
| +1% | +$12.8K | 0.01% | 762 |
|
|
2024
Q1 | $881K | Buy |
10,980
+684
| +7% | +$54.9K | 0.01% | 816 |
|
|
2023
Q4 | $720K | Sell |
10,296
-1,233
| -11% | -$86.3K | 0.01% | 851 |
|
|
2023
Q3 | $685K | Sell |
11,529
-30
| -0.3% | -$1.78K | 0.01% | 847 |
|
|
2023
Q2 | $657K | Buy |
11,559
+2,762
| +31% | +$157K | 0.01% | 863 |
|
|
2023
Q1 | $465K | Buy |
8,797
+2,965
| +51% | +$157K | 0.01% | 877 |
|
|
2022
Q4 | $291K | Buy |
+5,832
| New | +$291K | 0.01% | 833 |
|
|
2022
Q2 | – | Sell |
-4,386
| Closed | -$243K | – | 1026 |
|
|
2022
Q1 | $243K | Buy |
4,386
+339
| +8% | +$18.8K | 0.01% | 811 |
|
|
2021
Q4 | $212K | Sell |
4,047
-8,113
| -67% | -$425K | 0.01% | 916 |
|
|
2021
Q3 | $528K | Buy |
+12,160
| New | +$528K | 0.02% | 566 |
|