American Trust Investment Advisors’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 | $5.56M | Sell |
54,220
-9,294
| -15% | -$953K | 2.81% | 11 |
|
|
2025
Q1 | $5.46M | Sell |
63,514
-4,310
| -6% | -$371K | 2.29% | 13 |
|
|
2024
Q4 | $7.13M | Buy |
67,824
+1,794
| +3% | +$189K | 2.92% | 8 |
|
|
2024
Q3 | $7.85M | Sell |
66,030
-4,366
| -6% | -$519K | 3.21% | 5 |
|
|
2024
Q2 | $6.31M | Sell |
70,396
-2,163
| -3% | -$194K | 3.06% | 8 |
|
|
2024
Q1 | $5.82M | Buy |
72,559
+675
| +0.9% | +$54.1K | 2.77% | 11 |
|
|
2023
Q4 | $5.03M | Buy |
71,884
+683
| +1% | +$47.8K | 2.61% | 11 |
|
|
2023
Q3 | $4.23M | Buy |
71,201
+4,332
| +6% | +$258K | 2.34% | 15 |
|
|
2023
Q2 | $3.8M | Buy |
66,869
+1,223
| +2% | +$69.5K | 2.13% | 17 |
|
|
2023
Q1 | $3.47M | Buy |
65,646
+1,595
| +2% | +$84.4K | 2.09% | 20 |
|
|
2022
Q4 | $3.19M | Buy |
64,051
+255
| +0.4% | +$12.7K | 2.03% | 19 |
|
|
2022
Q3 | $2.81M | Sell |
63,796
-10,331
| -14% | -$454K | 1.8% | 21 |
|
|
2022
Q2 | $3.61M | Buy |
74,127
+180
| +0.2% | +$8.76K | 2.26% | 16 |
|
|
2022
Q1 | $4.1M | Sell |
73,947
-39,624
| -35% | -$2.2M | 2.1% | 16 |
|
|
2021
Q4 | $5.94M | Buy |
113,571
+370
| +0.3% | +$19.4K | 2.96% | 4 |
|
|
2021
Q3 | $4.92M | Sell |
113,201
-5,640
| -5% | -$245K | 2.77% | 5 |
|
|
2021
Q2 | $5.03M | Buy |
118,841
+1,555
| +1% | +$65.8K | 2.7% | 7 |
|
|
2021
Q1 | $4.34M | Buy |
117,286
+29,976
| +34% | +$1.11M | 2.53% | 9 |
|
|
2020
Q4 | $2.57M | Buy |
87,310
+1,745
| +2% | +$51.4K | 1.59% | 21 |
|
|
2020
Q3 | $2.29M | Sell |
85,565
-34,675
| -29% | -$929K | 1.66% | 21 |
|
|
2020
Q2 | $3.14M | Buy |
120,240
+760
| +0.6% | +$19.8K | 2.54% | 15 |
|
|
2020
Q1 | $2.84M | Buy |
119,480
+7,160
| +6% | +$170K | 2.87% | 13 |
|
|
2019
Q4 | $3.58M | Sell |
112,320
-555
| -0.5% | -$17.7K | 2.61% | 15 |
|
|
2019
Q3 | $3.66M | Buy |
112,875
+755
| +0.7% | +$24.5K | 2.81% | 13 |
|
|
2019
Q2 | $3.51M | Buy |
112,120
+3,790
| +3% | +$119K | 2.73% | 16 |
|
|
2019
Q1 | $3.84M | Buy |
108,330
+7,940
| +8% | +$282K | 2.96% | 7 |
|
|
2018
Q4 | $3.25M | Buy |
100,390
+34,400
| +52% | +$1.12M | 2.88% | 9 |
|
|
2018
Q3 | $2.28M | Buy |
65,990
+1,840
| +3% | +$63.5K | 1.77% | 21 |
|
|
2018
Q2 | $2.25M | Buy |
+64,150
| New | +$2.25M | 1.84% | 21 |
|