Chevy Chase Trust’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 | $16M | Buy |
155,840
+1,787
| +1% | +$183K | 0.05% | 306 |
|
|
2025
Q1 | $13.3M | Buy |
154,053
+58
| +0% | +$4.99K | 0.04% | 340 |
|
|
2024
Q4 | $16.2M | Sell |
153,995
-3,284
| -2% | -$345K | 0.05% | 304 |
|
|
2024
Q3 | $18.7M | Sell |
157,279
-2,778
| -2% | -$330K | 0.06% | 281 |
|
|
2024
Q2 | $14.3M | Sell |
160,057
-1,644
| -1% | -$147K | 0.05% | 320 |
|
|
2024
Q1 | $13M | Sell |
161,701
-1,407
| -0.9% | -$113K | 0.04% | 344 |
|
|
2023
Q4 | $11.4M | Sell |
163,108
-942
| -0.6% | -$65.9K | 0.04% | 355 |
|
|
2023
Q3 | $9.75M | Sell |
164,050
-3,715
| -2% | -$221K | 0.04% | 361 |
|
|
2023
Q2 | $9.53M | Sell |
167,765
-1,175
| -0.7% | -$66.8K | 0.04% | 386 |
|
|
2023
Q1 | $8.94M | Buy |
168,940
+1,733
| +1% | +$91.7K | 0.04% | 400 |
|
|
2022
Q4 | $8.34M | Sell |
167,207
-10,289
| -6% | -$513K | 0.04% | 409 |
|
|
2022
Q3 | $7.81M | Buy |
177,496
+2,024
| +1% | +$89K | 0.03% | 417 |
|
|
2022
Q2 | $8.54M | Buy |
175,472
+1,355
| +0.8% | +$66K | 0.04% | 405 |
|
|
2022
Q1 | $9.65M | Buy |
174,117
+468
| +0.3% | +$25.9K | 0.03% | 420 |
|
|
2021
Q4 | $9.09M | Sell |
173,649
-4,078
| -2% | -$213K | 0.03% | 442 |
|
|
2021
Q3 | $7.72M | Sell |
177,727
-6,256
| -3% | -$272K | 0.03% | 457 |
|
|
2021
Q2 | $7.79M | Sell |
183,983
-9,589
| -5% | -$406K | 0.03% | 465 |
|
|
2021
Q1 | $7.16M | Sell |
193,572
-13,868
| -7% | -$513K | 0.03% | 476 |
|
|
2020
Q4 | $6.12M | Sell |
207,440
-348
| -0.2% | -$10.3K | 0.02% | 482 |
|
|
2020
Q3 | $5.57M | Sell |
207,788
-17,940
| -8% | -$481K | 0.02% | 464 |
|
|
2020
Q2 | $5.89M | Sell |
225,728
-12,491
| -5% | -$326K | 0.02% | 459 |
|
|
2020
Q1 | $5.67M | Sell |
238,219
-1,720
| -0.7% | -$40.9K | 0.03% | 437 |
|
|
2019
Q4 | $7.65M | Buy |
239,939
+6,015
| +3% | +$192K | 0.03% | 466 |
|
|
2019
Q3 | $7.58M | Buy |
233,924
+234
| +0.1% | +$7.58K | 0.03% | 455 |
|
|
2019
Q2 | $7.31M | Sell |
233,690
-5,849
| -2% | -$183K | 0.03% | 467 |
|
|
2019
Q1 | $7.8M | Buy |
239,539
+4,057
| +2% | +$132K | 0.03% | 454 |
|
|
2018
Q4 | $7.63M | Buy |
235,482
+611
| +0.3% | +$19.8K | 0.04% | 442 |
|
|
2018
Q3 | $8.11M | Sell |
234,871
-1,850
| -0.8% | -$63.9K | 0.03% | 456 |
|
|
2018
Q2 | $8.29M | Sell |
236,721
-1,105
| -0.5% | -$38.7K | 0.04% | 454 |
|
|
2018
Q1 | $7.82M | Sell |
237,826
-5,828
| -2% | -$192K | 0.03% | 461 |
|
|
2017
Q4 | $9.19M | Buy |
243,654
+13,060
| +6% | +$493K | 0.04% | 436 |
|
|
2017
Q3 | $8.97M | Buy |
230,594
+18,915
| +9% | +$736K | 0.04% | 432 |
|
|
2017
Q2 | $7.27M | Buy |
211,679
+248
| +0.1% | +$8.52K | 0.03% | 465 |
|
|
2017
Q1 | $7.54M | Buy |
211,431
+6,703
| +3% | +$239K | 0.04% | 453 |
|
|
2016
Q4 | $6.65M | Buy |
204,728
+432
| +0.2% | +$14K | 0.04% | 457 |
|
|
2016
Q3 | $7.67M | Buy |
204,296
+117
| +0.1% | +$4.39K | 0.04% | 423 |
|
|
2016
Q2 | $8.13M | Buy |
204,179
+41,775
| +26% | +$1.66M | 0.05% | 410 |
|
|
2016
Q1 | $5.51M | Buy |
162,404
+7,171
| +5% | +$243K | 0.03% | 469 |
|
|
2015
Q4 | $4.19M | Buy |
155,233
+1,275
| +0.8% | +$34.4K | 0.02% | 497 |
|
|
2015
Q3 | $4.78M | Buy |
153,958
+5,868
| +4% | +$182K | 0.03% | 476 |
|
|
2015
Q2 | $4.59M | Buy |
148,090
+2,236
| +2% | +$69.3K | 0.03% | 485 |
|
|
2015
Q1 | $5.32M | Buy |
145,854
+5,445
| +4% | +$199K | 0.03% | 483 |
|
|
2014
Q4 | $5.43M | Buy |
140,409
+9,771
| +7% | +$378K | 0.03% | 476 |
|
|
2014
Q3 | $4.27M | Sell |
130,638
-1,259
| -1% | -$41.1K | 0.03% | 501 |
|
|
2014
Q2 | $4.32M | Buy |
131,897
+874
| +0.7% | +$28.6K | 0.03% | 496 |
|
|
2014
Q1 | $3.34M | Sell |
131,023
-2,978
| -2% | -$75.9K | 0.02% | 508 |
|
|
2013
Q4 | $3.76M | Buy |
134,001
+5,309
| +4% | +$149K | 0.03% | 490 |
|
|
2013
Q3 | $3.21M | Buy |
128,692
+4,819
| +4% | +$120K | 0.03% | 497 |
|
|
2013
Q2 | $3.05M | Buy |
+123,873
| New | +$3.05M | 0.03% | 490 |
|