NewEdge 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
Q2
$1.05M Sell
2025
Q1
$1.01M Buy
2024
Q4
$822K Sell
2024
Q3
$1M Sell
2024
Q2
$806K Sell
2024
Q1
$698K Sell
2023
Q4
$679K Sell
2023
Q3
$893K Sell
2023
Q2
$986K Buy
2023
Q1
$687K Buy
2022
Q4
$267K Sell
2022
Q3
$243K Buy