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ORG Wealth Partners’s Iron Mountain IRM Stock Holding History

ORG Wealth Partners’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$26.8K Hold
268
– – 0.01% 379
2025
Q1 		$23.3K Sell
268
-501
-65% -$43.5K 0.01% 427
2024
Q4 		$80.8K Sell
769
-57
-7% -$5.99K 0.02% 202
2024
Q3 		$98.2K Buy
+826
New +$98.2K 0.03% 187