Wealthfront Advisers’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.79M | Buy |
75,981
+200
| +0.3% | +$20.5K | 0.02% | 274 |
|
|
2025
Q1 | $6.52M | Buy |
75,781
+3,385
| +5% | +$291K | 0.02% | 292 |
|
|
2024
Q4 | $7.61M | Buy |
72,396
+3,356
| +5% | +$353K | 0.02% | 229 |
|
|
2024
Q3 | $8.2M | Buy |
69,040
+672
| +1% | +$79.9K | 0.03% | 204 |
|
|
2024
Q2 | $6.13M | Sell |
68,368
-1,017
| -1% | -$91.1K | 0.02% | 228 |
|
|
2024
Q1 | $5.57M | Sell |
69,385
-1,721
| -2% | -$138K | 0.02% | 245 |
|
|
2023
Q4 | $4.98M | Buy |
71,106
+800
| +1% | +$56K | 0.02% | 243 |
|
|
2023
Q3 | $4.18M | Buy |
70,306
+1,018
| +1% | +$60.5K | 0.02% | 248 |
|
|
2023
Q2 | $3.94M | Sell |
69,288
-476
| -0.7% | -$27K | 0.02% | 268 |
|
|
2023
Q1 | $3.69M | Sell |
69,764
-50
| -0.1% | -$2.65K | 0.02% | 261 |
|
|
2022
Q4 | $3.48M | Sell |
69,814
-2,569
| -4% | -$128K | 0.02% | 267 |
|
|
2022
Q3 | $3.18M | Sell |
72,383
-23,902
| -25% | -$1.05M | 0.02% | 263 |
|
|
2022
Q2 | $4.69M | Buy |
96,285
+471
| +0.5% | +$22.9K | 0.02% | 193 |
|
|
2022
Q1 | $5.31M | Buy |
95,814
+13,160
| +16% | +$729K | 0.02% | 199 |
|
|
2021
Q4 | $4.33M | Sell |
82,654
-10,038
| -11% | -$525K | 0.02% | 215 |
|
|
2021
Q3 | $4.03M | Buy |
92,692
+40,632
| +78% | +$1.77M | 0.02% | 192 |
|
|
2021
Q2 | $2.2M | Buy |
52,060
+10,354
| +25% | +$438K | 0.01% | 285 |
|
|
2021
Q1 | $1.54M | Buy |
41,706
+6,301
| +18% | +$233K | 0.01% | 316 |
|
|
2020
Q4 | $1.04M | Buy |
35,405
+3,352
| +10% | +$98.8K | 0.01% | 354 |
|
|
2020
Q3 | $859K | Buy |
32,053
+1,558
| +5% | +$41.8K | 0.01% | 355 |
|
|
2020
Q2 | $796K | Sell |
30,495
-42,338
| -58% | -$1.11M | 0.01% | 348 |
|
|
2020
Q1 | $1.73M | Buy |
72,833
+44,274
| +155% | +$1.05M | 0.02% | 161 |
|
|
2019
Q4 | $910K | Buy |
28,559
+5,346
| +23% | +$170K | 0.01% | 337 |
|
|
2019
Q3 | $752K | Buy |
23,213
+515
| +2% | +$16.7K | 0.01% | 335 |
|
|
2019
Q2 | $710K | Sell |
22,698
-2,694
| -11% | -$84.3K | 0.01% | 336 |
|
|
2019
Q1 | $900K | Buy |
25,392
+6,264
| +33% | +$222K | 0.01% | 276 |
|
|
2018
Q4 | $620K | Buy |
+19,128
| New | +$620K | 0.01% | 328 |
|