Tower View 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 | $171K | Buy |
1,670
+16
| +1% | +$1.64K | 0.09% | 67 |
|
2025
Q1 | $142K | Buy |
1,654
+12
| +0.7% | +$1.03K | 0.08% | 57 |
|
2024
Q4 | $173K | Buy |
1,642
+10
| +0.6% | +$1.05K | 0.09% | 58 |
|
2024
Q3 | $194K | Buy |
1,632
+11
| +0.7% | +$1.31K | 0.11% | 56 |
|
2024
Q2 | $145K | Buy |
1,621
+14
| +0.9% | +$1.25K | 0.08% | 59 |
|
2024
Q1 | $129K | Buy |
1,607
+15
| +0.9% | +$1.2K | 0.08% | 68 |
|
2023
Q4 | $111K | Buy |
1,592
+18
| +1% | +$1.26K | 0.07% | 65 |
|
2023
Q3 | $94K | Buy |
1,574
+16
| +1% | +$956 | 0.07% | 66 |
|
2023
Q2 | $89K | Buy |
1,558
+19
| +1% | +$1.09K | 0.06% | 66 |
|
2023
Q1 | $81K | Hold |
1,539
| – | – | 0.05% | 71 |
|
2022
Q4 | $77K | Buy |
1,539
+20
| +1% | +$1K | 0.05% | 71 |
|
2022
Q3 | $67K | Buy |
1,519
+19
| +1% | +$838 | 0.05% | 73 |
|
2022
Q2 | $73K | Hold |
1,500
| – | – | 0.05% | 72 |
|
2022
Q1 | $83K | Hold |
1,500
| – | – | 0.04% | 91 |
|
2021
Q4 | $78K | Hold |
1,500
| – | – | 0.04% | 91 |
|
2021
Q3 | $65K | Buy |
+1,500
| New | +$65K | 0.04% | 94 |
|