Advisory Research’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-16,901
| Closed | -$960K | – | 456 |
|
|
2023
Q2 | $960K | Hold |
16,901
| – | – | 0.12% | 206 |
|
|
2023
Q1 | $894K | Hold |
16,901
| – | – | 0.15% | 175 |
|
|
2022
Q4 | $843K | Hold |
16,901
| – | – | 0.08% | 181 |
|
|
2022
Q3 | $743K | Hold |
16,901
| – | – | 0.07% | 191 |
|
|
2022
Q2 | $823K | Hold |
16,901
| – | – | 0.08% | 179 |
|
|
2022
Q1 | $936K | Hold |
16,901
| – | – | 0.08% | 190 |
|
|
2021
Q4 | $884K | Hold |
16,901
| – | – | 0.07% | 209 |
|
|
2021
Q3 | $734K | Hold |
16,901
| – | – | 0.05% | 224 |
|
|
2021
Q2 | $715K | Buy |
16,901
+5,781
| +52% | +$245K | 0.05% | 237 |
|
|
2021
Q1 | $412K | Buy |
11,120
+2,275
| +26% | +$84.3K | 0.03% | 285 |
|
|
2020
Q4 | $261K | Buy |
8,845
+860
| +11% | +$25.4K | 0.02% | 301 |
|
|
2020
Q3 | $214K | Hold |
7,985
| – | – | 0.02% | 293 |
|
|
2020
Q2 | $208K | Buy |
+7,985
| New | +$208K | 0.02% | 303 |
|
|
2020
Q1 | – | Sell |
-8,327
| Closed | -$265K | – | 315 |
|
|
2019
Q4 | $265K | Buy |
+8,327
| New | +$265K | 0.01% | 293 |
|
|
2014
Q2 | – | Sell |
-2,731
| Closed | -$70K | – | 496 |
|
|
2014
Q1 | $70K | Buy |
+2,731
| New | +$70K | ﹤0.01% | 510 |
|