Sheets Smith 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $602K | Hold |
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|
2025
Q2 | $606K | Sell |
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|
2025
Q1 | $511K | Sell |
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|
2024
Q4 | $636K | Sell |
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|
2024
Q3 | $762K | Sell |
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|
2024
Q2 | $579K | Hold |
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|
2024
Q1 | $518K | Hold |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $399K | Sell |
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|
2023
Q2 | $392K | Hold |
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|
2023
Q1 | $365K | Hold |
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|
2022
Q4 | $344K | Sell |
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|
2022
Q3 | $333K | Hold |
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|
2022
Q2 | $369K | Hold |
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|
2022
Q1 | $420K | Hold |
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|
2021
Q4 | $397K | Hold |
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|
2021
Q3 | $329K | Sell |
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|
2021
Q2 | $324K | Hold |
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|
2021
Q1 | $284K | Sell |
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|
2020
Q4 | $246K | Buy |
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|
2020
Q3 | $222K | Sell |
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|
2020
Q2 | $223K | Sell |
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|
2020
Q1 | $212K | Buy |
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|
2019
Q4 | $260K | Buy |
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|
2019
Q3 | $251K | Buy |
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|
2019
Q2 | $235K | Sell |
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|
2019
Q1 | $302K | Hold |
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|
2018
Q4 | $276K | Hold |
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|
2018
Q3 | $294K | Buy |
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|
2018
Q2 | $276K | Buy |
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|
2018
Q1 | $247K | Buy |
|