MWM
MinichMacGregor Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-73,663
| Closed | -$7.74M | – | 134 |
|
|
2024
Q4 | $7.74M | Sell |
73,663
-2,104
| -3% | -$221K | 1.61% | 31 |
|
|
2024
Q3 | $9M | Sell |
75,767
-11,606
| -13% | -$1.38M | 1.93% | 17 |
|
|
2024
Q2 | $7.83M | Buy |
+87,373
| New | +$7.83M | 1.91% | 22 |
|
|
2018
Q4 | – | Sell |
-100
| Closed | -$3K | – | 288 |
|
|
2018
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 426 |
|
|
2018
Q2 | $3K | Buy |
+100
| New | +$3K | ﹤0.01% | 423 |
|