U.S. Capital Wealth Advisors’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $681K | Sell |
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|
2025
Q2 | $704K | Sell |
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|
2025
Q1 | $9.65M | Sell |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $865K | Sell |
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|
2024
Q2 | $2.48M | Sell |
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|
2024
Q1 | $2.57M | Buy |
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|
2023
Q4 | $2.23M | Sell |
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|
2023
Q3 | $1.91M | Sell |
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|
2023
Q2 | $2.47M | Buy |
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|
2023
Q1 | $2.17M | Buy |
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|
2022
Q4 | $2M | Hold |
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|
2022
Q3 | $1.76M | Hold |
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|
2022
Q2 | $1.95M | Hold |
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|
2022
Q1 | $2.22M | Hold |
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|
2021
Q4 | $2.1M | Sell |
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|
2021
Q3 | $2.86M | Buy |
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