Perigon Wealth Management’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 | $349K | Sell |
3,400
-328
| -9% | -$33.6K | 0.01% | 796 |
|
|
2025
Q1 | $321K | Sell |
3,728
-356
| -9% | -$30.6K | 0.01% | 784 |
|
|
2024
Q4 | $450K | Sell |
4,084
-254
| -6% | -$28K | 0.01% | 667 |
|
|
2024
Q3 | $516K | Buy |
4,338
+160
| +4% | +$19K | 0.01% | 608 |
|
|
2024
Q2 | $374K | Sell |
4,178
-193
| -4% | -$17.3K | 0.01% | 617 |
|
|
2024
Q1 | $351K | Buy |
4,371
+445
| +11% | +$35.7K | 0.01% | 630 |
|
|
2023
Q4 | $275K | Buy |
3,926
+406
| +12% | +$28.4K | 0.01% | 682 |
|
|
2023
Q3 | $209K | Buy |
+3,520
| New | +$209K | 0.01% | 721 |
|
|
2023
Q2 | – | Sell |
-4,227
| Closed | -$224K | – | 796 |
|
|
2023
Q1 | $224K | Sell |
4,227
-350
| -8% | -$18.5K | 0.01% | 643 |
|
|
2022
Q4 | $228K | Sell |
4,577
-8,151
| -64% | -$406K | 0.01% | 618 |
|
|
2022
Q3 | $560K | Buy |
+12,728
| New | +$560K | 0.05% | 305 |
|
|
2021
Q1 | – | Sell |
-1,444
| Closed | -$43K | – | 755 |
|
|
2020
Q4 | $43K | Buy |
+1,444
| New | +$43K | 0.01% | 784 |
|