Spire Wealth Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.38M | Sell |
13,478
-1,695
| -11% | -$174K | 0.05% | 303 |
|
|
2025
Q1 | $1.31M | Sell |
15,173
-201
| -1% | -$17.3K | 0.04% | 346 |
|
|
2024
Q4 | $1.62M | Buy |
15,374
+2,305
| +18% | +$242K | 0.05% | 280 |
|
|
2024
Q3 | $1.55M | Buy |
13,069
+2,319
| +22% | +$276K | 0.05% | 283 |
|
|
2024
Q2 | $963K | Sell |
10,750
-737
| -6% | -$66.1K | 0.03% | 348 |
|
|
2024
Q1 | $921K | Buy |
11,487
+1,591
| +16% | +$128K | 0.02% | 392 |
|
|
2023
Q4 | $662K | Buy |
9,896
+7,136
| +259% | +$477K | 0.02% | 453 |
|
|
2023
Q3 | $164K | Buy |
2,760
+1,147
| +71% | +$68.2K | 0.01% | 772 |
|
|
2023
Q2 | $91.6K | Buy |
1,613
+2
| +0.1% | +$114 | ﹤0.01% | 995 |
|
|
2023
Q1 | $85.2K | Buy |
1,611
+80
| +5% | +$4.23K | ﹤0.01% | 1013 |
|
|
2022
Q4 | $76K | Buy |
1,531
+781
| +104% | +$38.8K | ﹤0.01% | 835 |
|
|
2022
Q3 | $33K | Sell |
750
-9
| -1% | -$396 | ﹤0.01% | 1111 |
|
|
2022
Q2 | $37K | Sell |
759
-325
| -30% | -$15.8K | ﹤0.01% | 1421 |
|
|
2022
Q1 | $60K | Sell |
1,084
-300
| -22% | -$16.6K | ﹤0.01% | 1380 |
|
|
2021
Q4 | $72K | Buy |
1,384
+884
| +177% | +$46K | ﹤0.01% | 1549 |
|
|
2021
Q3 | $41K | Hold |
500
| – | – | ﹤0.01% | 1564 |
|
|
2021
Q2 | $21K | Sell |
500
-200
| -29% | -$8.4K | ﹤0.01% | 1850 |
|
|
2021
Q1 | $26K | Buy |
+700
| New | +$26K | ﹤0.01% | 2045 |
|