BTC Capital Management’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 |
-3,403
| Closed | -$273K | – | 222 |
|
|
2024
Q1 | $273K | Buy |
+3,403
| New | +$273K | 0.03% | 210 |
|
|
2023
Q3 | $253K | Sell |
4,255
-1,098
| -21% | -$65.3K | 0.03% | 211 |
|
|
2023
Q2 | $304K | Sell |
5,353
-3,101
| -37% | -$176K | 0.03% | 198 |
|
|
2023
Q1 | $447K | Sell |
8,454
-3,042
| -26% | -$161K | 0.05% | 160 |
|
|
2022
Q4 | $573K | Hold |
11,496
| – | – | 0.07% | 146 |
|
|
2022
Q3 | $506K | Buy |
11,496
+523
| +5% | +$23K | 0.07% | 150 |
|
|
2022
Q2 | $535K | Hold |
10,973
| – | – | 0.07% | 154 |
|
|
2022
Q1 | $608K | Sell |
10,973
-3,690
| -25% | -$204K | 0.06% | 158 |
|
|
2021
Q4 | $768K | Buy |
14,663
+2,918
| +25% | +$153K | 0.08% | 146 |
|
|
2021
Q3 | $510K | Hold |
11,745
| – | – | 0.06% | 148 |
|
|
2021
Q2 | $497K | Sell |
11,745
-6,867
| -37% | -$291K | 0.06% | 153 |
|
|
2021
Q1 | $689K | Hold |
18,612
| – | – | 0.08% | 139 |
|
|
2020
Q4 | $549K | Buy |
18,612
+8,713
| +88% | +$257K | 0.07% | 154 |
|
|
2020
Q3 | $265K | Buy |
+9,899
| New | +$265K | 0.04% | 170 |
|