Bridgewater Associates’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,074
| Closed | -$218K | – | 737 |
|
|
2024
Q4 | $218K | Buy |
+2,074
| New | +$218K | ﹤0.01% | 669 |
|
|
2023
Q1 | – | Sell |
-90,623
| Closed | -$4.52M | – | 803 |
|
|
2022
Q4 | $4.52M | Buy |
90,623
+29,163
| +47% | +$1.45M | 0.02% | 382 |
|
|
2022
Q3 | $2.7M | Buy |
61,460
+4,276
| +7% | +$188K | 0.01% | 495 |
|
|
2022
Q2 | $2.78M | Buy |
57,184
+8,360
| +17% | +$407K | 0.01% | 614 |
|
|
2022
Q1 | $2.71M | Buy |
48,824
+21,853
| +81% | +$1.21M | 0.01% | 616 |
|
|
2021
Q4 | $1.41M | Buy |
+26,971
| New | +$1.41M | 0.01% | 514 |
|
|
2020
Q3 | – | Sell |
-10,480
| Closed | -$274K | – | 476 |
|
|
2020
Q2 | $274K | Sell |
10,480
-5,295
| -34% | -$138K | ﹤0.01% | 339 |
|
|
2020
Q1 | $375K | Buy |
+15,775
| New | +$375K | 0.01% | 318 |
|
|
2019
Q4 | – | Sell |
-48,484
| Closed | -$1.57M | – | 530 |
|
|
2019
Q3 | $1.57M | Buy |
48,484
+35,573
| +276% | +$1.15M | 0.01% | 208 |
|
|
2019
Q2 | $404K | Buy |
+12,911
| New | +$404K | ﹤0.01% | 274 |
|
|
2019
Q1 | – | Sell |
-81,746
| Closed | -$2.65M | – | 407 |
|
|
2018
Q4 | $2.65M | Buy |
81,746
+72,226
| +759% | +$2.34M | 0.02% | 207 |
|
|
2018
Q3 | $329K | Sell |
9,520
-16,666
| -64% | -$576K | ﹤0.01% | 310 |
|
|
2018
Q2 | $917K | Sell |
26,186
-20,229
| -44% | -$708K | 0.01% | 257 |
|
|
2018
Q1 | $1.53M | Buy |
+46,415
| New | +$1.53M | 0.01% | 214 |
|
|
2017
Q3 | – | Sell |
-6,038
| Closed | -$207K | – | 337 |
|
|
2017
Q2 | $207K | Buy |
+6,038
| New | +$207K | ﹤0.01% | 332 |
|
|
2015
Q3 | – | Sell |
-11,603
| Closed | -$360K | – | 469 |
|
|
2015
Q2 | $360K | Buy |
+11,603
| New | +$360K | ﹤0.01% | 288 |
|
|
2014
Q3 | – | Sell |
-19,743
| Closed | -$647K | – | 396 |
|
|
2014
Q2 | $647K | Buy |
+19,743
| New | +$647K | ﹤0.01% | 246 |
|