Strait & Sound 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 | $984K | Buy |
9,597
+390
| +4% | +$40K | 0.42% | 53 |
|
|
2025
Q1 | $792K | Buy |
9,207
+86
| +0.9% | +$7.4K | 0.37% | 60 |
|
|
2024
Q4 | $959K | Buy |
9,121
+5
| +0.1% | +$526 | 0.44% | 40 |
|
|
2024
Q3 | $1.08M | Sell |
9,116
-277
| -3% | -$32.9K | 0.53% | 34 |
|
|
2024
Q2 | $842K | Sell |
9,393
-1,607
| -15% | -$144K | 0.43% | 42 |
|
|
2024
Q1 | $843K | Sell |
11,000
-584
| -5% | -$44.7K | 0.47% | 38 |
|
|
2023
Q4 | $757K | Sell |
11,584
-753
| -6% | -$49.2K | 0.47% | 38 |
|
|
2023
Q3 | $733K | Sell |
12,337
-33
| -0.3% | -$1.96K | 0.63% | 36 |
|
|
2023
Q2 | $703K | Sell |
12,370
-4,997
| -29% | -$284K | 0.7% | 34 |
|
|
2023
Q1 | $919K | Buy |
17,367
+62
| +0.4% | +$3.28K | 0.91% | 27 |
|
|
2022
Q4 | $905K | Buy |
+17,305
| New | +$905K | 0.99% | 24 |
|