Ullmann Wealth Partners Group’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 | $948K | Buy |
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|
2025
Q2 | $948K | Buy |
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|
2025
Q1 | $789K | Buy |
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|
2024
Q4 | $958K | Buy |
|
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|
2024
Q3 | $1.08M | Buy |
|
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|
2024
Q2 | $809K | Buy |
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|
2024
Q1 | $719K | Buy |
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|
2023
Q4 | $587K | Buy |
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|
2023
Q3 | $494K | Buy |
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|
2023
Q2 | $402K | Buy |
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|
2023
Q1 | $370K | Buy |
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|
2022
Q4 | $344K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $325K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $349K | Buy |
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