Capstone Investment 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
Q2 | $886K | Buy |
8,636
+112
| +1% | +$11.5K | ﹤0.01% | 423 |
|
|
2025
Q1 | $733K | Buy |
8,524
+5,805
| +213% | +$499K | ﹤0.01% | 373 |
|
|
2024
Q4 | $286K | Buy |
2,719
+2,718
| +271,800% | +$286K | ﹤0.01% | 615 |
|
|
2024
Q3 | $119 | Sell |
1
-1,263
| -100% | -$150K | ﹤0.01% | 828 |
|
|
2024
Q2 | $113K | Sell |
1,264
-795
| -39% | -$71.2K | ﹤0.01% | 968 |
|
|
2024
Q1 | $165K | Buy |
+2,059
| New | +$165K | ﹤0.01% | 1198 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 1230 |
|
|
2023
Q3 | – | Hold |
0
| – | – | – | 1196 |
|
|
2023
Q2 | – | Sell |
-110
| Closed | -$5.82K | – | 925 |
|
|
2023
Q1 | $5.82K | Sell |
110
-4,143
| -97% | -$219K | ﹤0.01% | 569 |
|
|
2022
Q4 | $212K | Buy |
4,253
+2,704
| +175% | +$135K | ﹤0.01% | 527 |
|
|
2022
Q3 | $68K | Buy |
+1,549
| New | +$68K | ﹤0.01% | 685 |
|
|
2022
Q2 | – | Hold |
0
| – | – | – | 1028 |
|
|
2022
Q1 | – | Sell |
-951
| Closed | -$50K | – | 1061 |
|
|
2021
Q4 | $50K | Sell |
951
-9,423
| -91% | -$495K | ﹤0.01% | 649 |
|
|
2021
Q3 | $451K | Buy |
+10,374
| New | +$451K | ﹤0.01% | 551 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 846 |
|
|
2021
Q1 | – | Sell |
-5,233
| Closed | -$154K | – | 784 |
|
|
2020
Q4 | $154K | Sell |
5,233
-23,480
| -82% | -$691K | ﹤0.01% | 427 |
|
|
2020
Q3 | $769K | Buy |
28,713
+12,158
| +73% | +$326K | ﹤0.01% | 225 |
|
|
2020
Q2 | $432K | Buy |
+16,555
| New | +$432K | ﹤0.01% | 234 |
|
|
2020
Q1 | – | Sell |
-19,261
| Closed | -$614K | – | 428 |
|
|
2019
Q4 | $614K | Buy |
+19,261
| New | +$614K | ﹤0.01% | 295 |
|
|
2019
Q3 | – | Sell |
-12,868
| Closed | -$403K | – | 478 |
|
|
2019
Q2 | $403K | Buy |
12,868
+12,834
| +37,747% | +$402K | ﹤0.01% | 316 |
|
|
2019
Q1 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 374 |
|
|
2018
Q4 | – | Sell |
-2,305
| Closed | -$80K | – | 479 |
|
|
2018
Q3 | $80K | Buy |
+2,305
| New | +$80K | ﹤0.01% | 382 |
|
|
2014
Q4 | – | Hold |
0
| – | – | – | 188 |
|
|
2014
Q3 | – | Hold |
0
| – | – | – | 245 |
|
|
2014
Q2 | – | Sell |
-1,761
| Closed | -$44K | – | 213 |
|
|
2014
Q1 | $44K | Buy |
+1,761
| New | +$44K | ﹤0.01% | 145 |
|
|
2013
Q4 | – | Hold |
0
| – | – | – | 185 |
|
|
2013
Q3 | – | Sell |
-21,640
| Closed | -$532K | – | 177 |
|
|
2013
Q2 | $532K | Buy |
+21,640
| New | +$532K | 0.01% | 80 |
|