Tradewinds LLC’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 | – | Sell |
-4,415
| Closed | -$380K | – | 165 |
|
|
2025
Q1 | $380K | Hold |
4,415
| – | – | 0.11% | 133 |
|
|
2024
Q4 | $464K | Buy |
+4,415
| New | +$464K | 0.13% | 123 |
|
|
2024
Q3 | – | Sell |
-4,415
| Closed | -$396K | – | 183 |
|
|
2024
Q2 | $396K | Hold |
4,415
| – | – | 0.12% | 128 |
|
|
2024
Q1 | $354K | Buy |
+4,415
| New | +$354K | 0.17% | 53 |
|
|
2023
Q3 | $262K | Buy |
+4,415
| New | +$262K | 0.15% | 100 |
|
|
2022
Q3 | – | Sell |
-4,398
| Closed | -$214K | – | 111 |
|
|
2022
Q2 | $214K | Buy |
+4,398
| New | +$214K | 0.15% | 110 |
|
|
2021
Q4 | $309K | Buy |
+4,415
| New | +$309K | 0.36% | 40 |
|