MWM
Moran Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.9M | Sell |
204,196
-1,794
| -0.9% | -$184K | 0.65% | 40 |
|
|
2025
Q1 | $17.7M | Sell |
205,990
-3,029
| -1% | -$261K | 0.6% | 49 |
|
|
2024
Q4 | $22M | Sell |
209,019
-6,128
| -3% | -$644K | 0.7% | 36 |
|
|
2024
Q3 | $25.6M | Sell |
215,147
-9,456
| -4% | -$1.12M | 0.79% | 30 |
|
|
2024
Q2 | $20.1M | Buy |
+224,603
| New | +$20.1M | 0.66% | 41 |
|