Bailard’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 | $815K | Hold |
7,942
| – | – | 0.02% | 358 |
|
|
2025
Q1 | $683K | Sell |
7,942
-115
| -1% | -$9.9K | 0.02% | 383 |
|
|
2024
Q4 | $847K | Hold |
8,057
| – | – | 0.02% | 323 |
|
|
2024
Q3 | $957K | Hold |
8,057
| – | – | 0.02% | 313 |
|
|
2024
Q2 | $722K | Sell |
8,057
-1,097
| -12% | -$98.3K | 0.02% | 359 |
|
|
2024
Q1 | $734K | Sell |
9,154
-497
| -5% | -$39.9K | 0.02% | 364 |
|
|
2023
Q4 | $675K | Buy |
9,651
+520
| +6% | +$36.4K | 0.02% | 378 |
|
|
2023
Q3 | $543K | Buy |
9,131
+31
| +0.3% | +$1.84K | 0.02% | 398 |
|
|
2023
Q2 | $517K | Sell |
9,100
-611
| -6% | -$34.7K | 0.02% | 391 |
|
|
2023
Q1 | $514K | Sell |
9,711
-1,405
| -13% | -$74.3K | 0.02% | 387 |
|
|
2022
Q4 | $554K | Hold |
11,116
| – | – | 0.02% | 381 |
|
|
2022
Q3 | $489K | Buy |
11,116
+858
| +8% | +$37.7K | 0.02% | 368 |
|
|
2022
Q2 | $499K | Buy |
10,258
+651
| +7% | +$31.7K | 0.02% | 378 |
|
|
2022
Q1 | $532K | Sell |
9,607
-1,168
| -11% | -$64.7K | 0.02% | 391 |
|
|
2021
Q4 | $564K | Sell |
10,775
-86
| -0.8% | -$4.5K | 0.02% | 384 |
|
|
2021
Q3 | $472K | Sell |
10,861
-535
| -5% | -$23.3K | 0.02% | 411 |
|
|
2021
Q2 | $482K | Buy |
11,396
+775
| +7% | +$32.8K | 0.02% | 414 |
|
|
2021
Q1 | $393K | Buy |
10,621
+2,948
| +38% | +$109K | 0.01% | 442 |
|
|
2020
Q4 | $226K | Sell |
7,673
-600
| -7% | -$17.7K | 0.01% | 522 |
|
|
2020
Q3 | $222K | Buy |
+8,273
| New | +$222K | 0.01% | 439 |
|