Adell Harriman & Carpenter’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 | $33.3M | Buy |
324,300
+2,466
| +0.8% | +$253K | 2.21% | 13 |
|
|
2025
Q1 | $27.7M | Sell |
321,834
-7,995
| -2% | -$688K | 2.09% | 14 |
|
|
2024
Q4 | $34.7M | Buy |
329,829
+1,459
| +0.4% | +$153K | 2.41% | 12 |
|
|
2024
Q3 | $39M | Sell |
328,370
-4,305
| -1% | -$512K | 2.84% | 6 |
|
|
2024
Q2 | $29.8M | Buy |
332,675
+5,117
| +2% | +$459K | 2.3% | 10 |
|
|
2024
Q1 | $26.3M | Buy |
327,558
+2,560
| +0.8% | +$205K | 2.16% | 11 |
|
|
2023
Q4 | $22.7M | Sell |
324,998
-633
| -0.2% | -$44.3K | 2.1% | 12 |
|
|
2023
Q3 | $19.4M | Buy |
325,631
+4,520
| +1% | +$269K | 2.01% | 14 |
|
|
2023
Q2 | $18.4M | Sell |
321,111
-3,765
| -1% | -$216K | 1.87% | 12 |
|
|
2023
Q1 | $17.2M | Buy |
324,876
+4,490
| +1% | +$238K | 1.85% | 14 |
|
|
2022
Q4 | $16M | Buy |
320,386
+13,093
| +4% | +$653K | 1.84% | 12 |
|
|
2022
Q3 | $13.5M | Buy |
307,293
+14,095
| +5% | +$620K | 1.64% | 18 |
|
|
2022
Q2 | $14.3M | Buy |
293,198
+9,925
| +4% | +$483K | 1.75% | 17 |
|
|
2022
Q1 | $15.7M | Sell |
283,273
-2,787
| -1% | -$154K | 1.53% | 18 |
|
|
2021
Q4 | $15M | Buy |
286,060
+8,515
| +3% | +$446K | 1.39% | 24 |
|
|
2021
Q3 | $12.1M | Buy |
277,545
+275
| +0.1% | +$11.9K | 1.26% | 24 |
|
|
2021
Q2 | $11.7M | Buy |
277,270
+6,695
| +2% | +$283K | 1.24% | 27 |
|
|
2021
Q1 | $10M | Buy |
270,575
+10,910
| +4% | +$404K | 1.21% | 25 |
|
|
2020
Q4 | $7.65M | Buy |
259,665
+27,215
| +12% | +$802K | 1.01% | 32 |
|
|
2020
Q3 | $6.23M | Buy |
232,450
+77,145
| +50% | +$2.07M | 0.93% | 36 |
|
|
2020
Q2 | $4.05M | Buy |
155,305
+80,475
| +108% | +$2.1M | 0.69% | 48 |
|
|
2020
Q1 | $1.78M | Sell |
74,830
-2,120
| -3% | -$50.5K | 0.38% | 68 |
|
|
2019
Q4 | $2.45M | Buy |
76,950
+4,800
| +7% | +$153K | 0.4% | 70 |
|
|
2019
Q3 | $2.34M | Buy |
72,150
+53,050
| +278% | +$1.72M | 0.42% | 70 |
|
|
2019
Q2 | $598K | Buy |
19,100
+3,600
| +23% | +$113K | 0.11% | 98 |
|
|
2019
Q1 | $550K | Buy |
15,500
+1,800
| +13% | +$63.8K | 0.11% | 100 |
|
|
2018
Q4 | $444K | Buy |
13,700
+1,300
| +10% | +$42.1K | 0.1% | 118 |
|
|
2018
Q3 | $428K | Sell |
12,400
-400
| -3% | -$13.8K | 0.08% | 119 |
|
|
2018
Q2 | $448K | Sell |
12,800
-2,100
| -14% | -$73.5K | 0.09% | 119 |
|
|
2018
Q1 | $490K | Sell |
14,900
-2,000
| -12% | -$65.7K | 0.1% | 114 |
|
|
2017
Q4 | $638K | Sell |
16,900
-600
| -3% | -$22.6K | 0.13% | 100 |
|
|
2017
Q3 | $681K | Buy |
17,500
+1,200
| +7% | +$46.7K | 0.15% | 97 |
|
|
2017
Q2 | $560K | Buy |
+16,300
| New | +$560K | 0.13% | 102 |
|