SVB Wealth’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
Q2 | $843K | Sell |
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|
2025
Q1 | $850K | Sell |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $1.36M | Buy |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.6M | Sell |
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|
2023
Q3 | $1.38M | Sell |
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|
2023
Q2 | $1.61M | Sell |
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|
2023
Q1 | $1.68M | Sell |
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|
2022
Q4 | $1.81M | Buy |
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|
2022
Q3 | $1.41M | Buy |
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|
2022
Q2 | $1.37M | Buy |
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|
2022
Q1 | $1.54M | Buy |
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|
2021
Q4 | $875K | Sell |
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|
2021
Q3 | $782K | Buy |
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|
2021
Q2 | $230K | Sell |
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|
2021
Q1 | $622K | Buy |
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|
2020
Q4 | $322K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $409K | Sell |
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|
2016
Q4 | $428K | Buy |
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|
2016
Q3 | $493K | Buy |
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|
2016
Q2 | $277K | Buy |
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