Charter Oak 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $301K | Hold |
2,931
| – | – | 0.03% | 162 |
|
|
2025
Q1 | $252K | Buy |
2,931
+7
| +0.2% | +$602 | 0.02% | 171 |
|
|
2024
Q4 | $307K | Buy |
2,924
+4
| +0.1% | +$420 | 0.03% | 140 |
|
|
2024
Q3 | $347K | Buy |
2,920
+5
| +0.2% | +$594 | 0.03% | 136 |
|
|
2024
Q2 | $261K | Buy |
+2,915
| New | +$261K | 0.03% | 149 |
|
|
2022
Q3 | – | Sell |
-2,590
| Closed | -$126K | – | 502 |
|
|
2022
Q2 | $126K | Hold |
2,590
| – | – | 0.02% | 219 |
|
|
2022
Q1 | $144K | Hold |
2,590
| – | – | 0.02% | 211 |
|
|
2021
Q4 | $136K | Hold |
2,590
| – | – | 0.02% | 220 |
|
|
2021
Q3 | $113K | Hold |
2,590
| – | – | 0.01% | 226 |
|
|
2021
Q2 | $110K | Hold |
2,590
| – | – | 0.01% | 229 |
|
|
2021
Q1 | $96K | Buy |
2,590
+1,500
| +138% | +$55.6K | 0.01% | 245 |
|
|
2020
Q4 | $32K | Buy |
+1,090
| New | +$32K | ﹤0.01% | 360 |
|