One Charles Private Wealth Services’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Buy |
15,348
+3,040
| +25% | +$312K | 0.44% | 38 |
|
|
2025
Q1 | $1.06M | Buy |
12,308
+548
| +5% | +$47.2K | 0.34% | 45 |
|
|
2024
Q4 | $1.24M | Buy |
11,760
+119
| +1% | +$12.5K | 0.42% | 43 |
|
|
2024
Q3 | $1.38M | Buy |
11,641
+222
| +2% | +$26.4K | 0.53% | 38 |
|
|
2024
Q2 | $1.02M | Buy |
11,419
+187
| +2% | +$16.8K | 0.43% | 47 |
|
|
2024
Q1 | $901K | Sell |
11,232
-242
| -2% | -$19.4K | 0.39% | 52 |
|
|
2023
Q4 | $803K | Buy |
11,474
+764
| +7% | +$53.5K | 0.43% | 52 |
|
|
2023
Q3 | $637K | Hold |
10,710
| – | – | 0.37% | 48 |
|
|
2023
Q2 | $609K | Buy |
10,710
+708
| +7% | +$40.2K | 0.35% | 53 |
|
|
2023
Q1 | $529K | Buy |
10,002
+2,019
| +25% | +$107K | 0.33% | 57 |
|
|
2022
Q4 | $398K | Buy |
7,983
+1,898
| +31% | +$94.6K | 0.26% | 69 |
|
|
2022
Q3 | $268K | Sell |
6,085
-328
| -5% | -$14.4K | 0.18% | 93 |
|
|
2022
Q2 | $303K | Buy |
6,413
+3
| +0% | +$142 | 0.2% | 87 |
|
|
2022
Q1 | $355K | Buy |
+6,410
| New | +$355K | 0.22% | 75 |
|