Coldstream 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 | $757K | Buy |
7,385
+283
| +4% | +$29K | 0.01% | 495 |
|
|
2025
Q1 | $611K | Sell |
7,102
-80
| -1% | -$6.88K | 0.01% | 521 |
|
|
2024
Q4 | $755K | Buy |
7,182
+77
| +1% | +$8.09K | 0.02% | 445 |
|
|
2024
Q3 | $843K | Buy |
7,105
+497
| +8% | +$59K | 0.02% | 429 |
|
|
2024
Q2 | $592K | Buy |
6,608
+176
| +3% | +$15.8K | 0.01% | 486 |
|
|
2024
Q1 | $516K | Sell |
6,432
-143
| -2% | -$11.5K | 0.01% | 540 |
|
|
2023
Q4 | $460K | Sell |
6,575
-8
| -0.1% | -$560 | 0.01% | 541 |
|
|
2023
Q3 | $391K | Sell |
6,583
-108
| -2% | -$6.42K | 0.01% | 519 |
|
|
2023
Q2 | $380K | Buy |
6,691
+96
| +1% | +$5.46K | 0.01% | 552 |
|
|
2023
Q1 | $349K | Sell |
6,595
-597
| -8% | -$31.6K | 0.01% | 575 |
|
|
2022
Q4 | $359K | Buy |
+7,192
| New | +$359K | 0.01% | 538 |
|
|
2022
Q2 | $331K | Buy |
6,800
+306
| +5% | +$14.9K | 0.01% | 527 |
|
|
2022
Q1 | $360K | Sell |
6,494
-128
| -2% | -$7.1K | 0.01% | 493 |
|
|
2021
Q4 | $347K | Buy |
+6,622
| New | +$347K | 0.01% | 555 |
|
|
2021
Q3 | – | Sell |
-5,038
| Closed | -$213K | – | 477 |
|
|
2021
Q2 | $213K | Buy |
+5,038
| New | +$213K | 0.01% | 494 |
|