Prestige Wealth Management Group’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 | $428K | Sell |
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|
2025
Q1 | $367K | Buy |
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|
2024
Q4 | $440K | Buy |
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|
2024
Q3 | $460K | Buy |
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|
2024
Q2 | $12.1K | Sell |
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|
2024
Q1 | $297K | Buy |
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|
2023
Q4 | $12.6K | Hold |
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|
2023
Q3 | $10.8K | Hold |
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|
2023
Q2 | $10.3K | Hold |
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|
2023
Q1 | $9.58K | Sell |
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|
2022
Q4 | $12.8K | Buy |
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|
2022
Q3 | $9K | Hold |
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|
2022
Q2 | $9K | Buy |
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|
2022
Q1 | $8K | Sell |
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|
2021
Q4 | $9K | Hold |
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|
2021
Q3 | $7K | Hold |
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|
2021
Q2 | $7K | Sell |
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|
2021
Q1 | $19K | Sell |
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|
2020
Q4 | $16K | Buy |
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|
2020
Q3 | $1K | Hold |
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|
2020
Q2 | $1K | Sell |
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|
2020
Q1 | $1K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $3K | Buy |
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