Integrated Wealth Concepts’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $857K | Buy |
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|
2025
Q1 | $666K | Sell |
|
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|
2024
Q4 | $1.03M | Sell |
|
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|
2024
Q3 | $1.33M | Buy |
|
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|
2024
Q2 | $997K | Buy |
|
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|
2024
Q1 | $881K | Buy |
|
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|
2023
Q4 | $720K | Sell |
|
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|
2023
Q3 | $685K | Sell |
|
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|
2023
Q2 | $657K | Buy |
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|
2023
Q1 | $465K | Buy |
|
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|
2022
Q4 | $291K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $243K | Buy |
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|
2021
Q4 | $212K | Sell |
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|
2021
Q3 | $528K | Buy |
|