Widmann Financial 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 | $1.25M | Hold |
12,194
| – | – | 0.87% | 35 |
|
|
2025
Q1 | $1.05M | Hold |
12,194
| – | – | 0.82% | 36 |
|
|
2024
Q4 | $1.28M | Sell |
12,194
-1,170
| -9% | -$123K | 0.99% | 29 |
|
|
2024
Q3 | $1.59M | Sell |
13,364
-100
| -0.7% | -$11.9K | 1.2% | 26 |
|
|
2024
Q2 | $1.21M | Hold |
13,464
| – | – | 0.98% | 33 |
|
|
2024
Q1 | $1.08M | Sell |
13,464
-245
| -2% | -$19.7K | 0.91% | 37 |
|
|
2023
Q4 | $959K | Sell |
13,709
-180
| -1% | -$12.6K | 0.86% | 38 |
|
|
2023
Q3 | $826K | Hold |
13,889
| – | – | 0.82% | 42 |
|
|
2023
Q2 | $789K | Buy |
13,889
+230
| +2% | +$13.1K | 0.75% | 43 |
|
|
2023
Q1 | $723K | Sell |
13,659
-200
| -1% | -$10.6K | 0.73% | 47 |
|
|
2022
Q4 | $691K | Buy |
13,859
+305
| +2% | +$15.2K | 0.72% | 47 |
|
|
2022
Q3 | $596K | Sell |
13,554
-206
| -1% | -$9.06K | 0.66% | 52 |
|
|
2022
Q2 | $669K | Buy |
13,760
+91
| +0.7% | +$4.42K | 0.69% | 50 |
|
|
2022
Q1 | $757K | Buy |
13,669
+995
| +8% | +$55.1K | 0.67% | 48 |
|
|
2021
Q4 | $663K | Buy |
+12,674
| New | +$663K | 0.55% | 47 |
|