Bradley Foster & Sargent’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,751
| Closed | -$221K | – | 455 |
|
|
2024
Q1 | $221K | Buy |
+2,751
| New | +$221K | ﹤0.01% | 424 |
|
|
2023
Q2 | – | Sell |
-4,501
| Closed | -$238K | – | 439 |
|
|
2023
Q1 | $238K | Sell |
4,501
-3
| -0.1% | -$159 | 0.01% | 404 |
|
|
2022
Q4 | $225K | Buy |
+4,504
| New | +$225K | 0.01% | 405 |
|
|
2022
Q3 | – | Sell |
-4,504
| Closed | -$219K | – | 431 |
|
|
2022
Q2 | $219K | Hold |
4,504
| – | – | 0.01% | 418 |
|
|
2022
Q1 | $250K | Hold |
4,504
| – | – | 0.01% | 424 |
|
|
2021
Q4 | $236K | Buy |
+4,504
| New | +$236K | ﹤0.01% | 418 |
|
|
2018
Q1 | – | Sell |
-31,585
| Closed | -$1.19M | – | 353 |
|
|
2017
Q4 | $1.19M | Hold |
31,585
| – | – | 0.04% | 202 |
|
|
2017
Q3 | $1.23M | Buy |
31,585
+9,675
| +44% | +$376K | 0.05% | 196 |
|
|
2017
Q2 | $753K | Sell |
21,910
-940
| -4% | -$32.3K | 0.03% | 228 |
|
|
2017
Q1 | $815K | Sell |
22,850
-1,500
| -6% | -$53.5K | 0.03% | 217 |
|
|
2016
Q4 | $791K | Buy |
+24,350
| New | +$791K | 0.03% | 223 |
|
|
2015
Q2 | – | Sell |
-27,888
| Closed | -$1.02M | – | 354 |
|
|
2015
Q1 | $1.02M | Buy |
+27,888
| New | +$1.02M | 0.05% | 198 |
|
|
2014
Q4 | – | Sell |
-20,195
| Closed | -$659K | – | 357 |
|
|
2014
Q3 | $659K | Buy |
+20,195
| New | +$659K | 0.03% | 229 |
|
|
2013
Q4 | – | Sell |
-8,496
| Closed | -$212K | – | 353 |
|
|
2013
Q3 | $212K | Buy |
8,496
+51
| +0.6% | +$1.27K | 0.01% | 318 |
|
|
2013
Q2 | $208K | Buy |
+8,445
| New | +$208K | 0.01% | 310 |
|