SWM
SFG Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Sell |
4,063
-259
| -6% | -$26.6K | 0.25% | 52 |
|
|
2025
Q1 | $372K | Hold |
4,322
| – | – | 0.18% | 91 |
|
|
2024
Q4 | $454K | Sell |
4,322
-500
| -10% | -$52.6K | 0.24% | 60 |
|
|
2024
Q3 | $573K | Buy |
4,822
+2
| +0% | +$238 | 0.3% | 53 |
|
|
2024
Q2 | $432K | Sell |
4,820
-232
| -5% | -$20.8K | 0.25% | 58 |
|
|
2024
Q1 | $405K | Buy |
5,052
+2
| +0% | +$160 | 0.24% | 62 |
|
|
2023
Q4 | $353K | Sell |
5,050
-797
| -14% | -$55.8K | 0.24% | 64 |
|
|
2023
Q3 | $348K | Sell |
5,847
-214
| -4% | -$12.7K | 0.28% | 60 |
|
|
2023
Q2 | $344K | Buy |
6,061
+3
| +0% | +$170 | 0.29% | 66 |
|
|
2023
Q1 | $321K | Sell |
6,058
-997
| -14% | -$52.8K | 0.36% | 50 |
|
|
2022
Q4 | $352K | Sell |
7,055
-997
| -12% | -$49.7K | 0.43% | 48 |
|
|
2022
Q3 | $354K | Buy |
8,052
+3
| +0% | +$132 | 0.48% | 46 |
|
|
2022
Q2 | $392K | Buy |
8,049
+3
| +0% | +$146 | 0.46% | 49 |
|
|
2022
Q1 | $446K | Sell |
8,046
-198
| -2% | -$11K | 0.42% | 48 |
|
|
2021
Q4 | $431K | Buy |
+8,244
| New | +$431K | 0.38% | 58 |
|