Perfromance Wealth Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $514K | Hold |
5,007
| – | – | 0.02% | 105 |
|
|
2025
Q1 | $431K | Hold |
5,007
| – | – | 0.02% | 104 |
|
|
2024
Q4 | $526K | Hold |
5,007
| – | – | 0.02% | 93 |
|
|
2024
Q3 | $595K | Hold |
5,007
| – | – | 0.02% | 91 |
|
|
2024
Q2 | $449K | Buy |
5,007
+118
| +2% | +$10.6K | 0.02% | 90 |
|
|
2024
Q1 | $392K | Hold |
4,889
| – | – | 0.02% | 109 |
|
|
2023
Q4 | $342K | Hold |
4,889
| – | – | 0.02% | 122 |
|
|
2023
Q3 | $291K | Hold |
4,889
| – | – | 0.01% | 137 |
|
|
2023
Q2 | $285K | Hold |
4,889
| – | – | 0.01% | 146 |
|
|
2023
Q1 | $259K | Hold |
4,889
| – | – | 0.01% | 157 |
|
|
2022
Q4 | $244K | Hold |
4,889
| – | – | 0.01% | 144 |
|
|
2022
Q3 | $215K | Hold |
4,889
| – | – | 0.01% | 149 |
|
|
2022
Q2 | $238K | Hold |
4,889
| – | – | 0.01% | 140 |
|
|
2022
Q1 | $271K | Hold |
4,889
| – | – | 0.01% | 143 |
|
|
2021
Q4 | $256K | Buy |
+4,889
| New | +$256K | 0.01% | 153 |
|