Ullmann Wealth Partners Group’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 | $948K | Buy |
9,240
+71
| +0.8% | +$7.28K | 0.11% | 68 |
|
|
2025
Q1 | $789K | Buy |
9,169
+50
| +0.5% | +$4.3K | 0.1% | 66 |
|
|
2024
Q4 | $958K | Buy |
9,119
+44
| +0.5% | +$4.63K | 0.12% | 59 |
|
|
2024
Q3 | $1.08M | Buy |
9,075
+51
| +0.6% | +$6.06K | 0.14% | 55 |
|
|
2024
Q2 | $809K | Buy |
9,024
+59
| +0.7% | +$5.29K | 0.12% | 55 |
|
|
2024
Q1 | $719K | Buy |
8,965
+582
| +7% | +$46.7K | 0.11% | 60 |
|
|
2023
Q4 | $587K | Buy |
8,383
+81
| +1% | +$5.67K | 0.1% | 59 |
|
|
2023
Q3 | $494K | Buy |
8,302
+1,226
| +17% | +$72.9K | 0.09% | 59 |
|
|
2023
Q2 | $402K | Buy |
7,076
+82
| +1% | +$4.66K | 0.08% | 65 |
|
|
2023
Q1 | $370K | Buy |
6,994
+86
| +1% | +$4.55K | 0.08% | 60 |
|
|
2022
Q4 | $344K | Buy |
6,908
+95
| +1% | +$4.74K | 0.08% | 58 |
|
|
2022
Q3 | $300K | Buy |
6,813
+147
| +2% | +$6.47K | 0.08% | 59 |
|
|
2022
Q2 | $325K | Buy |
+6,666
| New | +$325K | 0.09% | 61 |
|
|
2022
Q1 | – | Sell |
-6,666
| Closed | -$349K | – | 85 |
|
|
2021
Q4 | $349K | Buy |
+6,666
| New | +$349K | 0.09% | 64 |
|