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TWM
Tradition Wealth Management’s
Iron Mountain
IRM
Stock Holding History
Tradition Wealth Management’s Portfolio
IRM Stock Details
IRM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-123
Closed
-$9K
–
793
2023
Q4
$9K
Buy
123
+1
+0.8%
+$63
﹤0.01%
1024
2023
Q3
$7K
Buy
122
+1
+0.8%
+$61
﹤0.01%
1089
2023
Q2
$7K
Buy
121
+1
+0.8%
+$55
﹤0.01%
1121
2023
Q1
$6K
Hold
120
–
–
﹤0.01%
1114
2022
Q4
$6K
Buy
120
+20
+20%
+$1.01K
﹤0.01%
1014
2022
Q3
$4K
Sell
100
-879
-90%
-$44.4K
﹤0.01%
1111
2022
Q2
$48K
Buy
979
+9
+0.9%
+$474
0.01%
464
2022
Q1
$54K
Buy
970
+12
+1%
+$572
0.01%
498
2021
Q4
$50K
Buy
958
+12
+1%
+$567
0.01%
521
2021
Q3
$41K
Buy
946
+112
+13%
+$5.04K
0.01%
552
2021
Q2
$35K
Buy
834
+13
+2%
+$545
0.01%
625
2021
Q1
$30K
Buy
821
+18
+2%
+$602
0.01%
547
2020
Q4
$24K
Buy
+803
New
+$22.3K
﹤0.01%
551
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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