Charter Oak Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Sell |
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|
2025
Q2 | $301K | Hold |
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|
2025
Q1 | $252K | Buy |
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|
2024
Q4 | $307K | Buy |
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|
2024
Q3 | $347K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $126K | Hold |
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|
2022
Q1 | $144K | Hold |
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|
2021
Q4 | $136K | Hold |
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|
2021
Q3 | $113K | Hold |
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|
2021
Q2 | $110K | Hold |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $32K | Buy |
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