TPWM
Twelve Points Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,404
| Closed | -$253K | – | 179 |
|
|
2024
Q4 | $253K | Sell |
2,404
-748
| -24% | -$78.6K | 0.07% | 156 |
|
|
2024
Q3 | $375K | Sell |
3,152
-39,858
| -93% | -$4.74M | 0.12% | 138 |
|
|
2024
Q2 | $3.85M | Buy |
43,010
+2,429
| +6% | +$218K | 1.36% | 13 |
|
|
2024
Q1 | $3.25M | Buy |
40,581
+1,353
| +3% | +$109K | 1.19% | 13 |
|
|
2023
Q4 | $2.75M | Buy |
39,228
+466
| +1% | +$32.6K | 1.3% | 14 |
|
|
2023
Q3 | $2.3M | Buy |
38,762
+2,396
| +7% | +$142K | 1.15% | 17 |
|
|
2023
Q2 | $2.07M | Buy |
36,366
+3,373
| +10% | +$192K | 1.1% | 19 |
|
|
2023
Q1 | $1.75M | Buy |
32,993
+5,933
| +22% | +$314K | 1% | 20 |
|
|
2022
Q4 | $1.35M | Buy |
27,060
+1,167
| +5% | +$58.2K | 0.92% | 26 |
|
|
2022
Q3 | $1.14M | Buy |
25,893
+1,054
| +4% | +$46.4K | 0.88% | 27 |
|
|
2022
Q2 | $1.21M | Buy |
24,839
+3,393
| +16% | +$165K | 0.93% | 24 |
|
|
2022
Q1 | $1.19M | Buy |
21,446
+10,613
| +98% | +$588K | 0.89% | 27 |
|
|
2021
Q4 | $567K | Buy |
+10,833
| New | +$567K | 0.46% | 76 |
|