Prestige Wealth Management Group’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 | $428K | Sell |
4,172
-91
| -2% | -$9.33K | 0.09% | 113 |
|
|
2025
Q1 | $367K | Buy |
4,263
+103
| +2% | +$8.86K | 0.08% | 118 |
|
|
2024
Q4 | $440K | Buy |
4,160
+314
| +8% | +$33.2K | 0.09% | 108 |
|
|
2024
Q3 | $460K | Buy |
3,846
+3,712
| +2,770% | +$444K | 0.1% | 104 |
|
|
2024
Q2 | $12.1K | Sell |
134
-3,536
| -96% | -$319K | ﹤0.01% | 376 |
|
|
2024
Q1 | $297K | Buy |
3,670
+3,491
| +1,950% | +$282K | 0.06% | 127 |
|
|
2023
Q4 | $12.6K | Hold |
179
| – | – | ﹤0.01% | 404 |
|
|
2023
Q3 | $10.8K | Hold |
179
| – | – | ﹤0.01% | 427 |
|
|
2023
Q2 | $10.3K | Hold |
179
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $9.58K | Sell |
179
-75
| -30% | -$4.02K | ﹤0.01% | 442 |
|
|
2022
Q4 | $12.8K | Buy |
254
+57
| +29% | +$2.87K | ﹤0.01% | 410 |
|
|
2022
Q3 | $9K | Hold |
197
| – | – | ﹤0.01% | 434 |
|
|
2022
Q2 | $9K | Buy |
197
+45
| +30% | +$2.06K | ﹤0.01% | 456 |
|
|
2022
Q1 | $8K | Sell |
152
-20
| -12% | -$1.05K | ﹤0.01% | 508 |
|
|
2021
Q4 | $9K | Hold |
172
| – | – | ﹤0.01% | 500 |
|
|
2021
Q3 | $7K | Hold |
172
| – | – | ﹤0.01% | 560 |
|
|
2021
Q2 | $7K | Sell |
172
-340
| -66% | -$13.8K | ﹤0.01% | 558 |
|
|
2021
Q1 | $19K | Sell |
512
-17
| -3% | -$631 | 0.01% | 370 |
|
|
2020
Q4 | $16K | Buy |
529
+488
| +1,190% | +$14.8K | ﹤0.01% | 384 |
|
|
2020
Q3 | $1K | Hold |
41
| – | – | ﹤0.01% | 784 |
|
|
2020
Q2 | $1K | Sell |
41
-19
| -32% | -$463 | ﹤0.01% | 785 |
|
|
2020
Q1 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 770 |
|
|
2019
Q1 | – | Sell |
-84
| Closed | -$3K | – | 813 |
|
|
2018
Q4 | $3K | Buy |
+84
| New | +$3K | ﹤0.01% | 725 |
|