Caprock 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
Q1 | $462K | Sell |
5,298
-2,262
| -30% | -$197K | 0.01% | 749 |
|
|
2024
Q4 | $800K | Buy |
7,560
+2,511
| +50% | +$266K | 0.03% | 483 |
|
|
2024
Q3 | $605K | Buy |
5,049
+1,051
| +26% | +$126K | 0.02% | 515 |
|
|
2024
Q2 | $361K | Buy |
3,998
+694
| +21% | +$62.7K | 0.01% | 629 |
|
|
2024
Q1 | $267K | Sell |
3,304
-145
| -4% | -$11.7K | 0.02% | 598 |
|
|
2023
Q4 | $244K | Buy |
+3,449
| New | +$244K | 0.02% | 596 |
|