True Wealth Design’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 | $66.2K | Buy |
646
+17
| +3% | +$1.74K | 0.02% | 164 |
|
|
2025
Q1 | $54.2K | Buy |
629
+7
| +1% | +$603 | 0.02% | 171 |
|
|
2024
Q4 | $65.4K | Sell |
622
-97
| -13% | -$10.2K | 0.03% | 122 |
|
|
2024
Q3 | $85.4K | Buy |
719
+5
| +0.7% | +$594 | 0.03% | 71 |
|
|
2024
Q2 | $63.9K | Buy |
714
+6
| +0.8% | +$537 | 0.02% | 150 |
|
|
2024
Q1 | $56.8K | Buy |
708
+7
| +1% | +$561 | 0.01% | 157 |
|
|
2023
Q4 | $49.1K | Buy |
701
+8
| +1% | +$560 | 0.01% | 151 |
|
|
2023
Q3 | $41.2K | Buy |
693
+7
| +1% | +$416 | 0.01% | 158 |
|
|
2023
Q2 | $39K | Buy |
686
+8
| +1% | +$455 | 0.01% | 160 |
|
|
2023
Q1 | $35.9K | Buy |
678
+8
| +1% | +$423 | 0.02% | 181 |
|
|
2022
Q4 | $33.4K | Buy |
+670
| New | +$33.4K | 0.02% | 166 |
|