Naviter Wealth’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.36M Buy
2025
Q2
$2.31M Buy
2025
Q1
$1.78M Buy
2024
Q4
$2.12M Buy
2024
Q3
$2.09M Sell
2024
Q2
$1.72M Buy
2024
Q1
$1.49M Buy
2023
Q4
$1.3M Buy
2023
Q3
$927K Buy
2023
Q2
$809K Buy
2023
Q1
$653K Buy
2022
Q4
$438K Buy
2022
Q3
$319K Buy