MWPCG
Measured Wealth Private Client Group’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $845K | Sell |
8,243
-290
| -3% | -$29.7K | 0.25% | 58 |
|
|
2025
Q1 | $734K | Sell |
8,533
-815
| -9% | -$70.1K | 0.24% | 62 |
|
|
2024
Q4 | $983K | Sell |
9,348
-309
| -3% | -$32.5K | 0.32% | 42 |
|
|
2024
Q3 | $1.15M | Sell |
9,657
-864
| -8% | -$103K | 0.38% | 35 |
|
|
2024
Q2 | $943K | Sell |
10,521
-1,087
| -9% | -$97.4K | 0.33% | 39 |
|
|
2024
Q1 | $931K | Hold |
11,608
| – | – | 0.33% | 46 |
|
|
2023
Q4 | $812K | Hold |
11,608
| – | – | 0.3% | 47 |
|
|
2023
Q3 | $690K | Sell |
11,608
-267
| -2% | -$15.9K | 0.28% | 56 |
|
|
2023
Q2 | $675K | Sell |
11,875
-3,789
| -24% | -$215K | 0.26% | 59 |
|
|
2023
Q1 | $829K | Hold |
15,664
| – | – | 0.32% | 42 |
|
|
2022
Q4 | $781K | Sell |
15,664
-1,473
| -9% | -$73.4K | 0.32% | 43 |
|
|
2022
Q3 | $754K | Sell |
17,137
-563
| -3% | -$24.8K | 0.33% | 41 |
|
|
2022
Q2 | $862K | Sell |
17,700
-2,188
| -11% | -$107K | 0.38% | 39 |
|
|
2022
Q1 | $1.1M | Sell |
19,888
-1,894
| -9% | -$105K | 0.41% | 33 |
|
|
2021
Q4 | $1.14M | Sell |
21,782
-1,639
| -7% | -$85.8K | 0.4% | 38 |
|
|
2021
Q3 | $1.02M | Sell |
23,421
-31,918
| -58% | -$1.39M | 0.39% | 39 |
|
|
2021
Q2 | $2.34M | Buy |
55,339
+2,342
| +4% | +$99.1K | 0.75% | 26 |
|
|
2021
Q1 | $1.96M | Buy |
52,997
+4,226
| +9% | +$156K | 0.7% | 27 |
|
|
2020
Q4 | $1.44M | Buy |
48,771
+8,247
| +20% | +$243K | 0.6% | 30 |
|
|
2020
Q3 | $1.09M | Buy |
40,524
+3,887
| +11% | +$104K | 0.53% | 33 |
|
|
2020
Q2 | $956K | Buy |
36,637
+9,793
| +36% | +$256K | 0.56% | 28 |
|
|
2020
Q1 | $639K | Sell |
26,844
-6,942
| -21% | -$165K | 0.5% | 36 |
|
|
2019
Q4 | $1.08M | Buy |
33,786
+5,055
| +18% | +$161K | 0.72% | 21 |
|
|
2019
Q3 | $931K | Buy |
28,731
+4,225
| +17% | +$137K | 0.6% | 28 |
|
|
2019
Q2 | $767K | Buy |
+24,506
| New | +$767K | 0.44% | 44 |
|
|
2018
Q4 | – | Sell |
-860
| Closed | -$30K | – | 393 |
|
|
2018
Q3 | $30K | Buy |
+860
| New | +$30K | 0.02% | 452 |
|