American Assets Capital Advisers’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 | $2.36M | Sell |
22,969
-34,224
| -60% | -$3.51M | 2.37% | 14 |
|
|
2025
Q1 | $4.92M | Buy |
57,193
+52,200
| +1,045% | +$4.49M | 2.06% | 16 |
|
|
2024
Q4 | $525K | Sell |
4,993
-325
| -6% | -$34.2K | 0.18% | 39 |
|
|
2024
Q3 | $632K | Sell |
5,318
-67,216
| -93% | -$7.99M | 0.19% | 35 |
|
|
2024
Q2 | $6.5M | Buy |
72,534
+47,035
| +184% | +$4.22M | 2.06% | 21 |
|
|
2024
Q1 | $2.05M | Buy |
+25,499
| New | +$2.05M | 0.58% | 30 |
|
|
2023
Q4 | – | Sell |
-18,300
| Closed | -$1.09M | – | 34 |
|
|
2023
Q3 | $1.09M | Hold |
18,300
| – | – | 0.31% | 30 |
|
|
2023
Q2 | $1.04M | Hold |
18,300
| – | – | 0.26% | 30 |
|
|
2023
Q1 | $968K | Buy |
+18,300
| New | +$968K | 0.23% | 31 |
|