LWA
Ledgewood Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $390K | Hold |
3,806
| – | – | 0.25% | 50 |
|
|
2025
Q1 | $327K | Hold |
3,806
| – | – | 0.21% | 54 |
|
|
2024
Q4 | $400K | Hold |
3,806
| – | – | 0.26% | 49 |
|
|
2024
Q3 | $452K | Hold |
3,806
| – | – | 0.3% | 41 |
|
|
2024
Q2 | $341K | Hold |
3,806
| – | – | 0.29% | 43 |
|
|
2024
Q1 | $305K | Hold |
3,806
| – | – | 0.28% | 49 |
|
|
2023
Q4 | $266K | Buy |
+3,806
| New | +$266K | 0.25% | 49 |
|