Kingsview Wealth Management’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 | $520K | Sell |
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|
2025
Q1 | $453K | Sell |
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|
2024
Q4 | $593K | Sell |
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|
2024
Q3 | $693K | Sell |
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|
2024
Q2 | $580K | Sell |
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|
2024
Q1 | $528K | Sell |
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|
2023
Q4 | $523K | Buy |
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|
2023
Q3 | $428K | Buy |
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|
2023
Q2 | $404K | Sell |
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|
2023
Q1 | $378K | Buy |
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|
2022
Q4 | $342K | Buy |
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|
2022
Q3 | $238K | Sell |
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|
2022
Q2 | $266K | Sell |
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|
2022
Q1 | $325K | Sell |
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|
2021
Q4 | $313K | Buy |
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|
2021
Q3 | $241K | Sell |
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|
2021
Q2 | $245K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $284K | Buy |
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