Chesley Taft & Associates’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 | $1.18M | Sell |
11,492
-175
| -1% | -$18K | 0.05% | 193 |
|
|
2025
Q1 | $1M | Buy |
11,667
+317
| +3% | +$27.3K | 0.05% | 201 |
|
|
2024
Q4 | $1.19M | Sell |
11,350
-350
| -3% | -$36.8K | 0.06% | 185 |
|
|
2024
Q3 | $1.39M | Sell |
11,700
-1,675
| -13% | -$199K | 0.07% | 168 |
|
|
2024
Q2 | $1.2M | Sell |
13,375
-1,275
| -9% | -$114K | 0.06% | 173 |
|
|
2024
Q1 | $1.18M | Buy |
14,650
+150
| +1% | +$12K | 0.06% | 174 |
|
|
2023
Q4 | $1.01M | Buy |
14,500
+600
| +4% | +$42K | 0.06% | 187 |
|
|
2023
Q3 | $826K | Buy |
+13,900
| New | +$826K | 0.05% | 191 |
|
|
2015
Q2 | – | Sell |
-16,265
| Closed | -$593K | – | 235 |
|
|
2015
Q1 | $593K | Sell |
16,265
-171
| -1% | -$6.23K | 0.06% | 173 |
|
|
2014
Q4 | $635K | Buy |
16,436
+1,511
| +10% | +$58.4K | 0.06% | 171 |
|
|
2014
Q3 | $487K | Sell |
14,925
-21,403
| -59% | -$698K | 0.05% | 181 |
|
|
2014
Q2 | $1.19M | Buy |
36,328
+406
| +1% | +$13.3K | 0.12% | 130 |
|
|
2014
Q1 | $915K | Buy |
35,922
+108
| +0.3% | +$2.75K | 0.1% | 144 |
|
|
2013
Q4 | $1.01M | Buy |
35,814
+730
| +2% | +$20.5K | 0.1% | 156 |
|
|
2013
Q3 | $876K | Buy |
35,084
+622
| +2% | +$15.5K | 0.1% | 159 |
|
|
2013
Q2 | $848K | Buy |
+34,462
| New | +$848K | 0.1% | 160 |
|