Wealth Enhancement Advisory Services’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 | $5.06M | Buy |
50,250
+1,164
| +2% | +$117K | 0.01% | 891 |
|
|
2025
Q1 | $4.22M | Sell |
49,086
-2,788
| -5% | -$240K | 0.01% | 890 |
|
|
2024
Q4 | $5.45M | Buy |
51,874
+9,937
| +24% | +$1.04M | 0.01% | 769 |
|
|
2024
Q3 | $4.98M | Sell |
41,937
-71,761
| -63% | -$8.53M | 0.01% | 721 |
|
|
2024
Q2 | $10.2M | Buy |
113,698
+7,415
| +7% | +$665K | 0.02% | 483 |
|
|
2024
Q1 | $8.52M | Sell |
106,283
-9,905
| -9% | -$794K | 0.02% | 520 |
|
|
2023
Q4 | $8.13M | Sell |
116,188
-5,494
| -5% | -$384K | 0.02% | 483 |
|
|
2023
Q3 | $7.23M | Buy |
+121,682
| New | +$7.23M | 0.02% | 487 |
|