SWM
Sculati Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $443K | Hold |
4,320
| – | – | 0.17% | 90 |
|
|
2025
Q1 | $372K | Hold |
4,320
| – | – | 0.15% | 85 |
|
|
2024
Q4 | $454K | Hold |
4,320
| – | – | 0.18% | 79 |
|
|
2024
Q3 | $513K | Sell |
4,320
-550
| -11% | -$65.4K | 0.2% | 75 |
|
|
2024
Q2 | $436K | Hold |
4,870
| – | – | 0.19% | 79 |
|
|
2024
Q1 | $391K | Sell |
4,870
-502
| -9% | -$40.3K | 0.17% | 82 |
|
|
2023
Q4 | $376K | Sell |
5,372
-1,016
| -16% | -$71.1K | 0.18% | 79 |
|
|
2023
Q3 | $380K | Sell |
6,388
-413
| -6% | -$24.6K | 0.19% | 79 |
|
|
2023
Q2 | $386K | Hold |
6,801
| – | – | 0.19% | 79 |
|
|
2023
Q1 | $360K | Sell |
6,801
-545
| -7% | -$28.8K | 0.19% | 82 |
|
|
2022
Q4 | $366K | Sell |
7,346
-12,055
| -62% | -$601K | 0.21% | 80 |
|
|
2022
Q3 | $853K | Sell |
19,401
-10,408
| -35% | -$458K | 0.5% | 60 |
|
|
2022
Q2 | $1.45M | Sell |
29,809
-6,912
| -19% | -$336K | 0.83% | 45 |
|
|
2022
Q1 | $2.04M | Sell |
36,721
-5,340
| -13% | -$296K | 0.99% | 32 |
|
|
2021
Q4 | $2.2M | Buy |
42,061
+735
| +2% | +$38.5K | 1.06% | 28 |
|
|
2021
Q3 | $1.8M | Buy |
41,326
+224
| +0.5% | +$9.74K | 0.95% | 34 |
|
|
2021
Q2 | $1.74M | Buy |
41,102
+375
| +0.9% | +$15.9K | 0.92% | 36 |
|
|
2021
Q1 | $1.51M | Buy |
40,727
+2,646
| +7% | +$97.9K | 0.87% | 39 |
|
|
2020
Q4 | $1.12M | Buy |
38,081
+1,375
| +4% | +$40.5K | 0.74% | 42 |
|
|
2020
Q3 | $983K | Buy |
36,706
+560
| +2% | +$15K | 0.74% | 42 |
|
|
2020
Q2 | $943K | Buy |
36,146
+2,400
| +7% | +$62.6K | 0.8% | 42 |
|
|
2020
Q1 | $803K | Buy |
33,746
+10,015
| +42% | +$238K | 0.88% | 38 |
|
|
2019
Q4 | $756K | Buy |
+23,731
| New | +$756K | 0.68% | 48 |
|