Perfromance Wealth Partners’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
$514K Hold
2025
Q1
$431K Hold
2024
Q4
$526K Hold
2024
Q3
$595K Hold
2024
Q2
$449K Buy
2024
Q1
$392K Hold
2023
Q4
$342K Hold
2023
Q3
$291K Hold
2023
Q2
$285K Hold
2023
Q1
$259K Hold
2022
Q4
$244K Hold
2022
Q3
$215K Hold
2022
Q2
$238K Hold
2022
Q1
$271K Hold
2021
Q4
$256K Buy