Wellington Shields & Co’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 | $1.08M | Hold |
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|
2025
Q2 | $1.09M | Hold |
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|
2025
Q1 | $916K | Hold |
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|
2024
Q4 | $1.12M | Hold |
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|
2024
Q3 | $1.26M | Hold |
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|
2024
Q2 | $954K | Hold |
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|
2024
Q1 | $854K | Hold |
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|
2023
Q4 | $745K | Sell |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $485K | Sell |
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|
2023
Q1 | $608K | Hold |
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|
2022
Q4 | $572K | Hold |
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|
2022
Q3 | $505K | Hold |
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|
2022
Q2 | $559K | Buy |
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|
2022
Q1 | $614K | Sell |
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|
2021
Q4 | $745K | Buy |
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|
2021
Q3 | $596K | Buy |
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|
2021
Q2 | $580K | Buy |
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|
2021
Q1 | $500K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $205K | Buy |
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