Kingsview 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 | $520K | Sell |
5,070
-191
| -4% | -$19.6K | 0.01% | 755 |
|
|
2025
Q1 | $453K | Sell |
5,261
-381
| -7% | -$32.8K | 0.01% | 759 |
|
|
2024
Q4 | $593K | Sell |
5,642
-191
| -3% | -$20.1K | 0.01% | 689 |
|
|
2024
Q3 | $693K | Sell |
5,833
-634
| -10% | -$75.3K | 0.01% | 621 |
|
|
2024
Q2 | $580K | Sell |
6,467
-112
| -2% | -$10K | 0.01% | 642 |
|
|
2024
Q1 | $528K | Sell |
6,579
-889
| -12% | -$71.3K | 0.01% | 652 |
|
|
2023
Q4 | $523K | Buy |
7,468
+274
| +4% | +$19.2K | 0.02% | 621 |
|
|
2023
Q3 | $428K | Buy |
7,194
+87
| +1% | +$5.17K | 0.02% | 659 |
|
|
2023
Q2 | $404K | Sell |
7,107
-36
| -0.5% | -$2.05K | 0.02% | 647 |
|
|
2023
Q1 | $378K | Buy |
7,143
+283
| +4% | +$15K | 0.02% | 648 |
|
|
2022
Q4 | $342K | Buy |
6,860
+1,438
| +27% | +$71.7K | 0.01% | 618 |
|
|
2022
Q3 | $238K | Sell |
5,422
-42
| -0.8% | -$1.84K | 0.01% | 706 |
|
|
2022
Q2 | $266K | Sell |
5,464
-393
| -7% | -$19.1K | 0.01% | 695 |
|
|
2022
Q1 | $325K | Sell |
5,857
-125
| -2% | -$6.93K | 0.01% | 676 |
|
|
2021
Q4 | $313K | Buy |
5,982
+427
| +8% | +$22.3K | 0.01% | 700 |
|
|
2021
Q3 | $241K | Sell |
5,555
-182
| -3% | -$7.9K | 0.01% | 750 |
|
|
2021
Q2 | $245K | Buy |
+5,737
| New | +$245K | 0.01% | 764 |
|
|
2020
Q4 | – | Sell |
-10,585
| Closed | -$284K | – | 710 |
|
|
2020
Q3 | $284K | Buy |
+10,585
| New | +$284K | 0.03% | 487 |
|