Venturi 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
Q1 | – | Sell |
-514
| Closed | -$54K | – | 1213 |
|
|
2024
Q4 | $54K | Buy |
514
+263
| +105% | +$27.6K | ﹤0.01% | 993 |
|
|
2024
Q3 | $29.8K | Buy |
251
+2
| +0.8% | +$238 | ﹤0.01% | 911 |
|
|
2024
Q2 | $22.3K | Buy |
249
+234
| +1,560% | +$21K | ﹤0.01% | 909 |
|
|
2024
Q1 | $1.2K | Hold |
15
| – | – | ﹤0.01% | 1316 |
|
|
2023
Q4 | $1.05K | Buy |
+15
| New | +$1.05K | ﹤0.01% | 1337 |
|
|
2023
Q3 | – | Sell |
-5
| Closed | -$285 | – | 1370 |
|
|
2023
Q2 | $285 | Buy |
+5
| New | +$285 | ﹤0.01% | 1115 |
|