USCWA
U.S. Capital Wealth Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $704K | Sell |
6,862
-105,238
| -94% | -$10.8M | 0.02% | 517 |
|
|
2025
Q1 | $9.65M | Sell |
112,100
-902
| -0.8% | -$77.6K | 0.3% | 82 |
|
|
2024
Q4 | $11.9M | Buy |
113,002
+105,726
| +1,453% | +$11.1M | 0.37% | 56 |
|
|
2024
Q3 | $865K | Sell |
7,276
-20,354
| -74% | -$2.42M | 0.03% | 373 |
|
|
2024
Q2 | $2.48M | Sell |
27,630
-4,350
| -14% | -$390K | 0.09% | 202 |
|
|
2024
Q1 | $2.57M | Buy |
31,980
+93
| +0.3% | +$7.46K | 0.1% | 195 |
|
|
2023
Q4 | $2.23M | Sell |
31,887
-193
| -0.6% | -$13.5K | 0.09% | 203 |
|
|
2023
Q3 | $1.91M | Sell |
32,080
-11,418
| -26% | -$679K | 0.09% | 201 |
|
|
2023
Q2 | $2.47M | Buy |
43,498
+2,441
| +6% | +$139K | 0.12% | 176 |
|
|
2023
Q1 | $2.17M | Buy |
41,057
+916
| +2% | +$48.5K | 0.1% | 192 |
|
|
2022
Q4 | $2M | Hold |
40,141
| – | – | 0.09% | 206 |
|
|
2022
Q3 | $1.77M | Hold |
40,141
| – | – | 0.09% | 214 |
|
|
2022
Q2 | $1.95M | Hold |
40,141
| – | – | 0.09% | 221 |
|
|
2022
Q1 | $2.22M | Hold |
40,141
| – | – | 0.08% | 226 |
|
|
2021
Q4 | $2.1M | Sell |
40,141
-37,063
| -48% | -$1.94M | 0.08% | 246 |
|
|
2021
Q3 | $2.86M | Buy |
+77,204
| New | +$2.86M | 0.12% | 192 |
|