Laird Norton Wetherby Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Buy |
+10,271
| New | +$1.05M | 0.05% | 350 |
|
|
2024
Q4 | $970K | Buy |
9,230
+289
| +3% | +$30.4K | 0.05% | 346 |
|
|
2024
Q3 | $1.06M | Buy |
8,941
+198
| +2% | +$23.5K | 0.05% | 338 |
|
|
2024
Q2 | $784K | Sell |
8,743
-149
| -2% | -$13.4K | 0.04% | 404 |
|
|
2024
Q1 | $713K | Buy |
8,892
+95
| +1% | +$7.62K | 0.03% | 448 |
|
|
2023
Q4 | $616K | Sell |
8,797
-121
| -1% | -$8.47K | 0.03% | 473 |
|
|
2023
Q3 | $530K | Buy |
8,918
+113
| +1% | +$6.72K | 0.03% | 503 |
|
|
2023
Q2 | $500K | Sell |
8,805
-436
| -5% | -$24.8K | 0.03% | 537 |
|
|
2023
Q1 | $489K | Buy |
9,241
+1,322
| +17% | +$69.9K | 0.03% | 542 |
|
|
2022
Q4 | $395K | Sell |
7,919
-3,751
| -32% | -$187K | 0.03% | 596 |
|
|
2022
Q3 | $513K | Sell |
11,670
-3,880
| -25% | -$171K | 0.04% | 481 |
|
|
2022
Q2 | $757K | Buy |
15,550
+5,578
| +56% | +$272K | 0.05% | 361 |
|
|
2022
Q1 | $552K | Sell |
9,972
-502
| -5% | -$27.8K | 0.03% | 493 |
|
|
2021
Q4 | $548K | Buy |
10,474
+778
| +8% | +$40.7K | 0.03% | 484 |
|
|
2021
Q3 | $421K | Buy |
9,696
+1,215
| +14% | +$52.8K | 0.03% | 556 |
|
|
2021
Q2 | $359K | Buy |
+8,481
| New | +$359K | 0.02% | 638 |
|
|
2021
Q1 | – | Sell |
-7,874
| Closed | -$232K | – | 832 |
|
|
2020
Q4 | $232K | Buy |
+7,874
| New | +$232K | 0.02% | 754 |
|