American National Registered Investment Advisor’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $768K | Sell |
13,868
-244
| -2% | -$11.6K | 0.27% | 104 |
|
|
2021
Q4 | $738K | Hold |
14,112
| – | – | 0.24% | 121 |
|
|
2021
Q3 | $613K | Sell |
14,112
-43
| -0.3% | -$1.94K | 0.22% | 143 |
|
|
2021
Q2 | $599K | Sell |
14,155
-615
| -4% | -$25.8K | 0.21% | 156 |
|
|
2021
Q1 | $547K | Hold |
14,770
| – | – | 0.21% | 160 |
|
|
2020
Q4 | $435K | Hold |
14,770
| – | – | 0.17% | 167 |
|
|
2020
Q3 | $396K | Hold |
14,770
| – | – | 0.18% | 149 |
|
|
2020
Q2 | $385K | Hold |
14,770
| – | – | 0.19% | 144 |
|
|
2020
Q1 | $352K | Sell |
14,770
-400
| -3% | -$12.1K | 0.22% | 137 |
|
|
2019
Q4 | $483K | Buy |
15,170
+15
| +0.1% | +$492 | 0.24% | 134 |
|
|
2019
Q3 | $491K | Hold |
15,155
| – | – | 0.27% | 121 |
|
|
2019
Q2 | $474K | Sell |
15,155
-150
| -1% | -$4.92K | 0.27% | 127 |
|
|
2019
Q1 | $543K | Sell |
15,305
-175
| -1% | -$6.18K | 0.3% | 112 |
|
|
2018
Q4 | $502K | Hold |
15,480
| – | – | 0.31% | 109 |
|
|
2018
Q3 | $534K | Sell |
15,480
-3,250
| -17% | -$116K | 0.28% | 120 |
|
|
2018
Q2 | $656K | Hold |
18,730
| – | – | 0.31% | 117 |
|
|
2018
Q1 | $615K | Sell |
18,730
-450
| -2% | -$15.2K | 0.31% | 118 |
|
|
2017
Q4 | $724K | Hold |
19,180
| – | – | 0.35% | 101 |
|
|
2017
Q3 | $746K | Sell |
19,180
-6,375
| -25% | -$238K | 0.37% | 90 |
|
|
2017
Q2 | $878K | Hold |
25,555
| – | – | 0.37% | 89 |
|
|
2017
Q1 | $912K | Hold |
25,555
| – | – | 0.39% | 84 |
|
|
2016
Q4 | $830K | Hold |
25,555
| – | – | 0.38% | 89 |
|
|
2016
Q3 | $959K | Hold |
25,555
| – | – | 0.45% | 69 |
|
|
2016
Q2 | $1.02M | Hold |
25,555
| – | – | 0.47% | 64 |
|
|
2016
Q1 | $867K | Hold |
25,555
| – | – | 0.42% | 72 |
|
|
2015
Q4 | $690K | Buy |
+25,555
| New | +$750K | 0.34% | 103 |
|