Avalon Investment & Advisory’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $18.6M | Sell |
351,747
-6,810
| -2% | -$360K | 0.51% | 54 |
|
|
2022
Q4 | $17.9M | Sell |
358,557
-1,089
| -0.3% | -$54.3K | 0.51% | 66 |
|
|
2022
Q3 | $15.8M | Buy |
359,646
+35,188
| +11% | +$1.55M | 0.49% | 69 |
|
|
2022
Q2 | $15.8M | Buy |
324,458
+667
| +0.2% | +$32.5K | 0.45% | 77 |
|
|
2022
Q1 | $17.9M | Buy |
323,791
+3,990
| +1% | +$221K | 0.43% | 76 |
|
|
2021
Q4 | $16.7M | Sell |
319,801
-65,493
| -17% | -$3.43M | 0.41% | 78 |
|
|
2021
Q3 | $16.7M | Sell |
385,294
-29,825
| -7% | -$1.3M | 0.39% | 82 |
|
|
2021
Q2 | $17.6M | Sell |
415,119
-29,111
| -7% | -$1.23M | 0.39% | 80 |
|
|
2021
Q1 | $16.4M | Buy |
+444,230
| New | +$16.4M | 0.38% | 96 |
|
|
2020
Q2 | – | Sell |
-615,551
| Closed | -$14.7M | – | 316 |
|
|
2020
Q1 | $14.7M | Buy |
615,551
+451,036
| +274% | +$10.7M | 0.37% | 85 |
|
|
2019
Q4 | $5.24M | Sell |
164,515
-294,151
| -64% | -$9.37M | 0.11% | 144 |
|
|
2019
Q3 | $14.9M | Buy |
458,666
+78,314
| +21% | +$2.54M | 0.33% | 108 |
|
|
2019
Q2 | $11.9M | Buy |
380,352
+562
| +0.1% | +$17.6K | 0.26% | 126 |
|
|
2019
Q1 | $13.5M | Buy |
379,790
+11,963
| +3% | +$424K | 0.31% | 113 |
|
|
2018
Q4 | $11.9M | Sell |
367,827
-17,751
| -5% | -$575K | 0.31% | 107 |
|
|
2018
Q3 | $13.3M | Buy |
385,578
+27,656
| +8% | +$955K | 0.37% | 98 |
|
|
2018
Q2 | $12.5M | Sell |
357,922
-17,098
| -5% | -$599K | 0.37% | 98 |
|
|
2018
Q1 | $12.3M | Sell |
375,020
-942
| -0.3% | -$31K | 0.38% | 98 |
|
|
2017
Q4 | $14.2M | Buy |
375,962
+877
| +0.2% | +$33.1K | 0.44% | 80 |
|
|
2017
Q3 | $14.6M | Buy |
+375,085
| New | +$14.6M | 0.46% | 75 |
|