SFG Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $337K | Hold |
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|
2025
Q3 | $414K | Hold |
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|
2025
Q2 | $417K | Sell |
|
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|
2025
Q1 | $372K | Hold |
|
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|
2024
Q4 | $454K | Sell |
|
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|
2024
Q3 | $573K | Buy |
|
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|
2024
Q2 | $432K | Sell |
|
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|
2024
Q1 | $405K | Buy |
|
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|
2023
Q4 | $353K | Sell |
|
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|
2023
Q3 | $348K | Sell |
|
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|
2023
Q2 | $344K | Buy |
|
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|
2023
Q1 | $321K | Sell |
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|
2022
Q4 | $352K | Sell |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | $392K | Buy |
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|
2022
Q1 | $446K | Sell |
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|
2021
Q4 | $431K | Buy |
|