Bristlecone Advisors’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 |
-2,394
| Closed | -$252K | – | 382 |
|
|
2024
Q4 | $252K | Hold |
2,394
| – | – | 0.02% | 256 |
|
|
2024
Q3 | $284K | Sell |
2,394
-10
| -0.4% | -$1.19K | 0.02% | 245 |
|
|
2024
Q2 | $215K | Buy |
+2,404
| New | +$215K | 0.02% | 266 |
|
|
2022
Q2 | – | Sell |
-5,642
| Closed | -$313K | – | 245 |
|
|
2022
Q1 | $313K | Hold |
5,642
| – | – | 0.04% | 194 |
|
|
2021
Q4 | $295K | Hold |
5,642
| – | – | 0.04% | 193 |
|
|
2021
Q3 | $245K | Sell |
5,642
-624
| -10% | -$27.1K | 0.03% | 195 |
|
|
2021
Q2 | $265K | Hold |
6,266
| – | – | 0.04% | 189 |
|
|
2021
Q1 | $232K | Buy |
+6,266
| New | +$232K | 0.04% | 194 |
|
|
2020
Q2 | – | Sell |
-18,485
| Closed | -$440K | – | 161 |
|
|
2020
Q1 | $440K | Sell |
18,485
-14,643
| -44% | -$349K | 0.1% | 118 |
|
|
2019
Q4 | $1.06M | Buy |
33,128
+2,401
| +8% | +$76.5K | 0.21% | 104 |
|
|
2019
Q3 | $995K | Sell |
30,727
-619
| -2% | -$20K | 0.24% | 95 |
|
|
2019
Q2 | $981K | Buy |
+31,346
| New | +$981K | 0.23% | 90 |
|