Perigon Wealth Management’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
Q3
$342K Sell
2025
Q2
$349K Sell
2025
Q1
$321K Sell
2024
Q4
$450K Sell
2024
Q3
$516K Buy
2024
Q2
$374K Sell
2024
Q1
$351K Buy
2023
Q4
$275K Buy
2023
Q3
$209K Buy
2023
Q2
Sell
2023
Q1
$224K Sell
2022
Q4
$228K Sell
2022
Q3
$560K Buy
2021
Q1
Sell
2020
Q4
$43K Buy