Segment Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $260K | Sell |
2,534
-44
| -2% | -$4.51K | 0.02% | 259 |
|
|
2025
Q1 | $222K | Sell |
2,578
-22
| -0.8% | -$1.89K | 0.02% | 267 |
|
|
2024
Q4 | $273K | Hold |
2,600
| – | – | 0.02% | 231 |
|
|
2024
Q3 | $309K | Hold |
2,600
| – | – | 0.02% | 218 |
|
|
2024
Q2 | $233K | Hold |
2,600
| – | – | 0.02% | 241 |
|
|
2024
Q1 | $209K | Buy |
+2,600
| New | +$209K | 0.02% | 247 |
|