Atlantic Union Bankshares’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 | $915K | Buy |
8,921
+909
| +11% | +$93.2K | 0.02% | 327 |
|
|
2025
Q1 | $689K | Sell |
8,012
-159
| -2% | -$13.7K | 0.04% | 206 |
|
|
2024
Q4 | $859K | Hold |
8,171
| – | – | 0.05% | 204 |
|
|
2024
Q3 | $971K | Sell |
8,171
-250
| -3% | -$29.7K | 0.06% | 196 |
|
|
2024
Q2 | $755K | Hold |
8,421
| – | – | 0.05% | 211 |
|
|
2024
Q1 | $675K | Sell |
8,421
-673
| -7% | -$54K | 0.06% | 192 |
|
|
2023
Q4 | $636K | Sell |
9,094
-700
| -7% | -$49K | 0.06% | 198 |
|
|
2023
Q3 | $582K | Hold |
9,794
| – | – | 0.06% | 199 |
|
|
2023
Q2 | $556K | Hold |
9,794
| – | – | 0.06% | 209 |
|
|
2023
Q1 | $518K | Hold |
9,794
| – | – | 0.05% | 187 |
|
|
2022
Q4 | $488K | Hold |
9,794
| – | – | 0.05% | 179 |
|
|
2022
Q3 | $431K | Sell |
9,794
-146
| -1% | -$6.43K | 0.05% | 180 |
|
|
2022
Q2 | $484K | Hold |
9,940
| – | – | 0.05% | 183 |
|
|
2022
Q1 | $551K | Hold |
9,940
| – | – | 0.05% | 187 |
|
|
2021
Q4 | $520K | Sell |
9,940
-50
| -0.5% | -$2.62K | 0.04% | 189 |
|
|
2021
Q3 | $434K | Sell |
9,990
-100
| -1% | -$4.34K | 0.04% | 201 |
|
|
2021
Q2 | $427K | Sell |
10,090
-637
| -6% | -$27K | 0.04% | 207 |
|
|
2021
Q1 | $397K | Buy |
10,727
+533
| +5% | +$19.7K | 0.04% | 204 |
|
|
2020
Q4 | $301K | Buy |
10,194
+398
| +4% | +$11.8K | 0.03% | 228 |
|
|
2020
Q3 | $262K | Sell |
9,796
-13,523
| -58% | -$362K | 0.03% | 222 |
|
|
2020
Q2 | $609K | Sell |
23,319
-460
| -2% | -$12K | 0.08% | 166 |
|
|
2020
Q1 | $566K | Sell |
23,779
-594
| -2% | -$14.1K | 0.08% | 164 |
|
|
2019
Q4 | $777K | Sell |
24,373
-130
| -0.5% | -$4.14K | 0.1% | 153 |
|
|
2019
Q3 | $794K | Buy |
24,503
+1,461
| +6% | +$47.3K | 0.11% | 150 |
|
|
2019
Q2 | $721K | Buy |
+23,042
| New | +$721K | 0.1% | 157 |
|