Atwood & Palmer’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 | $969K | Buy |
9,445
+1,195
| +14% | +$123K | 0.06% | 88 |
|
|
2025
Q1 | $710K | Hold |
8,250
| – | – | 0.05% | 98 |
|
|
2024
Q4 | $867K | Hold |
8,250
| – | – | 0.06% | 90 |
|
|
2024
Q3 | $980K | Hold |
8,250
| – | – | 0.07% | 83 |
|
|
2024
Q2 | $739K | Hold |
8,250
| – | – | 0.06% | 90 |
|
|
2024
Q1 | $662K | Hold |
8,250
| – | – | 0.05% | 97 |
|
|
2023
Q4 | $577K | Hold |
8,250
| – | – | 0.05% | 102 |
|
|
2023
Q3 | $490K | Hold |
8,250
| – | – | 0.04% | 101 |
|
|
2023
Q2 | $469K | Hold |
8,250
| – | – | 0.04% | 105 |
|
|
2023
Q1 | $437K | Hold |
8,250
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $411K | Hold |
8,250
| – | – | 0.04% | 117 |
|
|
2022
Q3 | $363K | Hold |
8,250
| – | – | 0.04% | 118 |
|
|
2022
Q2 | $402K | Sell |
8,250
-80
| -1% | -$3.9K | 0.04% | 109 |
|
|
2022
Q1 | $462K | Hold |
8,330
| – | – | 0.04% | 112 |
|
|
2021
Q4 | $436K | Hold |
8,330
| – | – | 0.04% | 120 |
|
|
2021
Q3 | $362K | Hold |
8,330
| – | – | 0.03% | 123 |
|
|
2021
Q2 | $353K | Hold |
8,330
| – | – | 0.03% | 124 |
|
|
2021
Q1 | $308K | Buy |
8,330
+80
| +1% | +$2.96K | 0.03% | 128 |
|
|
2020
Q4 | $243K | Hold |
8,250
| – | – | 0.03% | 131 |
|
|
2020
Q3 | $221K | Hold |
8,250
| – | – | 0.03% | 124 |
|
|
2020
Q2 | $215K | Hold |
8,250
| – | – | 0.03% | 121 |
|
|
2020
Q1 | $196K | Hold |
8,250
| – | – | 0.03% | 118 |
|
|
2019
Q4 | $263K | Hold |
8,250
| – | – | 0.03% | 113 |
|
|
2019
Q3 | $267K | Buy |
8,250
+8,000
| +3,200% | +$259K | 0.04% | 114 |
|
|
2019
Q2 | $8K | Hold |
250
| – | – | ﹤0.01% | 251 |
|
|
2019
Q1 | $9K | Hold |
250
| – | – | ﹤0.01% | 255 |
|
|
2018
Q4 | $8K | Hold |
250
| – | – | ﹤0.01% | 257 |
|
|
2018
Q3 | $9K | Hold |
250
| – | – | ﹤0.01% | 262 |
|
|
2018
Q2 | $9K | Hold |
250
| – | – | ﹤0.01% | 264 |
|
|
2018
Q1 | $8K | Buy |
+250
| New | +$8K | ﹤0.01% | 259 |
|