Strategic Wealth Partners’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 | $114K | Buy |
+1,109
| New | +$114K | 0.01% | 375 |
|
|
2024
Q4 | – | Sell |
-3,210
| Closed | -$381K | – | 321 |
|
|
2024
Q3 | $381K | Sell |
3,210
-1,960
| -38% | -$233K | 0.04% | 228 |
|
|
2024
Q2 | $463K | Buy |
+5,170
| New | +$463K | 0.05% | 204 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$15K | – | 748 |
|
|
2019
Q2 | $15K | Buy |
+500
| New | +$15K | 0.01% | 408 |
|