Tyler-Stone Wealth Management’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 | $1.91M | Buy |
18,607
+184
| +1% | +$18.9K | 0.31% | 64 |
|
2025
Q1 | $1.59M | Sell |
18,423
-2,242
| -11% | -$193K | 0.28% | 70 |
|
2024
Q4 | $2.17M | Sell |
20,665
-6,200
| -23% | -$652K | 0.39% | 51 |
|
2024
Q3 | $3.19M | Buy |
26,865
+13,765
| +105% | +$1.64M | 0.6% | 35 |
|
2024
Q2 | $1.17M | Sell |
13,100
-750
| -5% | -$67.2K | 0.48% | 40 |
|
2024
Q1 | $1.11M | Sell |
13,850
-1,275
| -8% | -$102K | 0.49% | 41 |
|
2023
Q4 | $1.06M | Buy |
15,125
+50
| +0.3% | +$3.5K | 0.53% | 41 |
|
2023
Q3 | $896K | Sell |
15,075
-2,150
| -12% | -$128K | 0.51% | 39 |
|
2023
Q2 | $979K | Buy |
+17,225
| New | +$979K | 0.55% | 35 |
|
2022
Q4 | $861K | Buy |
17,275
+350
| +2% | +$17.4K | 0.59% | 39 |
|
2022
Q3 | $744K | Buy |
16,925
+300
| +2% | +$13.2K | 0.57% | 38 |
|
2022
Q2 | $809K | Sell |
16,625
-1,700
| -9% | -$82.7K | 0.54% | 39 |
|
2022
Q1 | $1.02M | Buy |
18,325
+500
| +3% | +$27.7K | 0.56% | 39 |
|
2021
Q4 | $933K | Buy |
+17,825
| New | +$933K | 0.49% | 46 |
|