LW
Linscomb Wealth’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $515K | Sell |
5,020
-13
| -0.3% | -$1.33K | 0.02% | 230 |
|
|
2025
Q1 | $433K | Buy |
+5,033
| New | +$433K | 0.02% | 231 |
|
|
2023
Q1 | – | Sell |
-4,051
| Closed | -$202K | – | 302 |
|
|
2022
Q4 | $202K | Buy |
+4,051
| New | +$202K | 0.01% | 320 |
|
|
2022
Q2 | – | Sell |
-4,454
| Closed | -$247K | – | 306 |
|
|
2022
Q1 | $247K | Sell |
4,454
-1,564
| -26% | -$86.7K | 0.01% | 307 |
|
|
2021
Q4 | $315K | Sell |
6,018
-36
| -0.6% | -$1.88K | 0.02% | 265 |
|
|
2021
Q3 | $263K | Buy |
6,054
+862
| +17% | +$37.4K | 0.01% | 284 |
|
|
2021
Q2 | $220K | Buy |
+5,192
| New | +$220K | 0.01% | 305 |
|
|
2020
Q2 | – | Sell |
-12,394
| Closed | -$295K | – | 336 |
|
|
2020
Q1 | $295K | Buy |
12,394
+407
| +3% | +$9.69K | 0.03% | 329 |
|
|
2019
Q4 | $382K | Buy |
11,987
+209
| +2% | +$6.66K | 0.02% | 342 |
|
|
2019
Q3 | $381K | Sell |
11,778
-62,829
| -84% | -$2.03M | 0.03% | 215 |
|
|
2019
Q2 | $2.34M | Buy |
74,607
+1,883
| +3% | +$58.9K | 0.19% | 83 |
|
|
2019
Q1 | $2.58M | Buy |
72,724
+12,488
| +21% | +$443K | 0.22% | 81 |
|
|
2018
Q4 | $1.95M | Buy |
60,236
+10,939
| +22% | +$354K | 0.18% | 84 |
|
|
2018
Q3 | $1.7M | Buy |
+49,297
| New | +$1.7M | 0.14% | 92 |
|