Baird Financial Group’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 | $4.99M | Sell |
48,670
-13,640
| -22% | -$1.4M | 0.01% | 721 |
|
2025
Q1 | $5.36M | Sell |
62,310
-3,196
| -5% | -$275K | 0.01% | 664 |
|
2024
Q4 | $6.89M | Buy |
65,506
+826
| +1% | +$86.8K | 0.01% | 591 |
|
2024
Q3 | $7.69M | Buy |
64,680
+2,229
| +4% | +$265K | 0.01% | 578 |
|
2024
Q2 | $5.6M | Buy |
62,451
+137
| +0.2% | +$12.3K | 0.01% | 635 |
|
2024
Q1 | $5M | Buy |
62,314
+9,457
| +18% | +$759K | 0.01% | 660 |
|
2023
Q4 | $3.7M | Sell |
52,857
-42,057
| -44% | -$2.94M | 0.01% | 747 |
|
2023
Q3 | $5.64M | Buy |
94,914
+14,470
| +18% | +$860K | 0.02% | 592 |
|
2023
Q2 | $4.57M | Buy |
80,444
+22,388
| +39% | +$1.27M | 0.01% | 648 |
|
2023
Q1 | $3.07M | Sell |
58,056
-1,311
| -2% | -$69.4K | 0.01% | 753 |
|
2022
Q4 | $2.96M | Buy |
59,367
+12,027
| +25% | +$599K | 0.01% | 742 |
|
2022
Q3 | $2.08M | Buy |
47,340
+1,368
| +3% | +$60.1K | 0.01% | 823 |
|
2022
Q2 | $2.24M | Buy |
45,972
+184
| +0.4% | +$8.96K | 0.01% | 809 |
|
2022
Q1 | $2.54M | Buy |
45,788
+1,723
| +4% | +$95.4K | 0.01% | 812 |
|
2021
Q4 | $2.31M | Sell |
44,065
-5,696
| -11% | -$298K | 0.01% | 877 |
|
2021
Q3 | $2.16M | Sell |
49,761
-2,712
| -5% | -$118K | 0.01% | 914 |
|
2021
Q2 | $2.22M | Sell |
52,473
-1,523
| -3% | -$64.5K | 0.01% | 875 |
|
2021
Q1 | $2M | Buy |
53,996
+18,821
| +54% | +$696K | 0.01% | 884 |
|
2020
Q4 | $1.04M | Buy |
+35,175
| New | +$1.04M | ﹤0.01% | 988 |
|
2020
Q3 | – | Sell |
-10,451
| Closed | -$273K | – | 1531 |
|
2020
Q2 | $273K | Sell |
10,451
-10,712
| -51% | -$280K | ﹤0.01% | 1332 |
|
2020
Q1 | $504K | Buy |
21,163
+1,249
| +6% | +$29.7K | ﹤0.01% | 1065 |
|
2019
Q4 | $635K | Buy |
19,914
+3,837
| +24% | +$122K | ﹤0.01% | 1103 |
|
2019
Q3 | $521K | Buy |
16,077
+2,902
| +22% | +$94K | ﹤0.01% | 1158 |
|
2019
Q2 | $412K | Buy |
13,175
+863
| +7% | +$27K | ﹤0.01% | 1250 |
|
2019
Q1 | $437K | Buy |
12,312
+2,287
| +23% | +$81.2K | ﹤0.01% | 1061 |
|
2018
Q4 | $325K | Buy |
10,025
+840
| +9% | +$27.2K | ﹤0.01% | 1090 |
|
2018
Q3 | $316K | Buy |
9,185
+1,426
| +18% | +$49.1K | ﹤0.01% | 1167 |
|
2018
Q2 | $272K | Buy |
+7,759
| New | +$272K | ﹤0.01% | 1159 |
|