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