Atlas Capital 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 | $495K | Sell |
4,825
-3,374
| -41% | -$346K | 0.06% | 255 |
|
|
2025
Q1 | $705K | Sell |
8,199
-489
| -6% | -$42.1K | 0.09% | 197 |
|
|
2024
Q4 | $913K | Buy |
8,688
+162
| +2% | +$17K | 0.12% | 152 |
|
|
2024
Q3 | $1.01M | Buy |
8,526
+1,251
| +17% | +$149K | 0.15% | 121 |
|
|
2024
Q2 | $652K | Sell |
7,275
-1,251
| -15% | -$112K | 0.08% | 194 |
|
|
2024
Q1 | $684K | Hold |
8,526
| – | – | 0.11% | 171 |
|
|
2023
Q4 | $597K | Buy |
8,526
+397
| +5% | +$27.8K | 0.09% | 184 |
|
|
2023
Q3 | $483K | Sell |
8,129
-42
| -0.5% | -$2.5K | 0.08% | 194 |
|
|
2023
Q2 | $464K | Hold |
8,171
| – | – | 0.07% | 212 |
|
|
2023
Q1 | $432K | Hold |
8,171
| – | – | 0.07% | 217 |
|
|
2022
Q4 | $407K | Sell |
8,171
-962
| -11% | -$48K | 0.07% | 212 |
|
|
2022
Q3 | $402K | Buy |
9,133
+38
| +0.4% | +$1.67K | 0.07% | 217 |
|
|
2022
Q2 | $443K | Buy |
9,095
+995
| +12% | +$48.4K | 0.08% | 216 |
|
|
2022
Q1 | $449K | Buy |
8,100
+98
| +1% | +$5.43K | 0.07% | 224 |
|
|
2021
Q4 | $419K | Buy |
8,002
+2,019
| +34% | +$106K | 0.06% | 246 |
|
|
2021
Q3 | $260K | Buy |
5,983
+4,470
| +295% | +$194K | 0.04% | 305 |
|
|
2021
Q2 | $64K | Hold |
1,513
| – | – | 0.01% | 508 |
|
|
2021
Q1 | $56K | Hold |
1,513
| – | – | 0.01% | 488 |
|
|
2020
Q4 | $44.6K | Buy |
+1,513
| New | +$44.6K | 0.01% | 475 |
|
|
2020
Q3 | – | Sell |
-1,513
| Closed | -$39.5K | – | 439 |
|
|
2020
Q2 | $39.5K | Hold |
1,513
| – | – | 0.01% | 502 |
|
|
2020
Q1 | $36K | Hold |
1,513
| – | – | 0.01% | 469 |
|
|
2019
Q4 | $48.2K | Hold |
1,513
| – | – | 0.01% | 472 |
|
|
2019
Q3 | $49K | Hold |
1,513
| – | – | 0.01% | 466 |
|
|
2019
Q2 | $47.4K | Hold |
1,513
| – | – | 0.02% | 480 |
|
|
2019
Q1 | $53.7K | Hold |
1,513
| – | – | 0.02% | 413 |
|
|
2018
Q4 | $49K | Hold |
1,513
| – | – | 0.02% | 406 |
|
|
2018
Q3 | $51K | Hold |
1,513
| – | – | 0.02% | 422 |
|
|
2018
Q2 | $53K | Sell |
1,513
-476
| -24% | -$16.7K | 0.02% | 396 |
|
|
2018
Q1 | $65.4K | Buy |
+1,989
| New | +$65.4K | 0.02% | 398 |
|