RWPA
Richard W. Paul & Associates’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Sell |
2,700
-742
| -22% | -$76.1K | 0.1% | 155 |
|
|
2025
Q1 | $296K | Sell |
3,442
-27
| -0.8% | -$2.32K | 0.12% | 144 |
|
|
2024
Q4 | $365K | Sell |
3,469
-656
| -16% | -$68.9K | 0.13% | 140 |
|
|
2024
Q3 | $490K | Sell |
4,125
-205
| -5% | -$24.4K | 0.18% | 122 |
|
|
2024
Q2 | $388K | Sell |
4,330
-85
| -2% | -$7.62K | 0.15% | 131 |
|
|
2024
Q1 | $354K | Sell |
4,415
-209
| -5% | -$16.8K | 0.14% | 139 |
|
|
2023
Q4 | $324K | Sell |
4,624
-190
| -4% | -$13.3K | 0.14% | 148 |
|
|
2023
Q3 | $286K | Sell |
4,814
-178
| -4% | -$10.6K | 0.13% | 144 |
|
|
2023
Q2 | $284K | Sell |
4,992
-27
| -0.5% | -$1.53K | 0.12% | 155 |
|
|
2023
Q1 | $266K | Buy |
5,019
+109
| +2% | +$5.77K | 0.12% | 156 |
|
|
2022
Q4 | $245K | Buy |
+4,910
| New | +$245K | 0.12% | 153 |
|