West Wealth Group’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 | $495K | Hold |
5,500
| – | – | 0.12% | 56 |
|
|
2025
Q1 | $478K | Buy |
5,500
+500
| +10% | +$43.4K | 0.14% | 53 |
|
|
2024
Q4 | $526K | Hold |
5,000
| – | – | 0.16% | 46 |
|
|
2024
Q3 | $594K | Hold |
5,000
| – | – | 0.19% | 39 |
|
|
2024
Q2 | $448K | Hold |
5,000
| – | – | 0.16% | 52 |
|
|
2024
Q1 | $401K | Hold |
5,000
| – | – | 0.15% | 54 |
|
|
2023
Q4 | $350K | Hold |
5,000
| – | – | 0.14% | 60 |
|
|
2023
Q3 | $297K | Hold |
5,000
| – | – | 0.13% | 57 |
|
|
2023
Q2 | $284K | Hold |
5,000
| – | – | 0.12% | 53 |
|
|
2023
Q1 | $265K | Hold |
5,000
| – | – | 0.12% | 49 |
|
|
2022
Q4 | $249K | Hold |
5,000
| – | – | 0.12% | 56 |
|
|
2022
Q3 | $219K | Hold |
5,000
| – | – | 0.11% | 54 |
|
|
2022
Q2 | $243K | Hold |
5,000
| – | – | 0.11% | 55 |
|
|
2022
Q1 | $277K | Hold |
5,000
| – | – | 0.11% | 50 |
|
|
2021
Q4 | $261K | Buy |
+5,000
| New | +$261K | 0.1% | 47 |
|