TRUE Private Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $278K | Sell |
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|
2025
Q4 | $233K | Sell |
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|
2025
Q3 | $304K | Buy |
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|
2025
Q2 | $305K | Buy |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $371K | Hold |
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|
2024
Q3 | $420K | Sell |
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|
2024
Q2 | $377K | Sell |
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|
2024
Q1 | $346K | Sell |
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|
2023
Q4 | $302K | Sell |
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|
2023
Q3 | $257K | Buy |
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|
2023
Q2 | $245K | Hold |
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|
2023
Q1 | $229K | Sell |
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|
2022
Q4 | $527K | Buy |
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|
2022
Q3 | $464K | Buy |
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|
2022
Q2 | $514K | Sell |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $595K | Buy |
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|
2021
Q3 | $500K | Sell |
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|
2021
Q2 | $3.46M | Sell |
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|
2021
Q1 | $3.68M | Buy |
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|
2020
Q4 | $2.85M | Sell |
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|
2020
Q3 | $2.65M | Buy |
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|
2020
Q2 | $2.49M | Buy |
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|
2020
Q1 | $2.21M | Buy |
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|
2019
Q4 | $25K | Buy |
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