Columbia Asset 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 | $656K | Hold |
6,392
| – | – | 0.13% | 106 |
|
|
2025
Q1 | $550K | Sell |
6,392
-2,695
| -30% | -$232K | 0.11% | 109 |
|
|
2024
Q4 | $955K | Sell |
9,087
-660
| -7% | -$69.4K | 0.17% | 88 |
|
|
2024
Q3 | $1.16M | Sell |
9,747
-40
| -0.4% | -$4.75K | 0.2% | 81 |
|
|
2024
Q2 | $877K | Sell |
9,787
-2,777
| -22% | -$249K | 0.16% | 91 |
|
|
2024
Q1 | $879K | Hold |
12,564
| – | – | 0.18% | 89 |
|
|
2023
Q4 | $879K | Sell |
12,564
-868
| -6% | -$60.7K | 0.18% | 89 |
|
|
2023
Q3 | $799K | Sell |
13,432
-234
| -2% | -$13.9K | 0.18% | 88 |
|
|
2023
Q2 | $777K | Sell |
13,666
-593
| -4% | -$33.7K | 0.17% | 93 |
|
|
2023
Q1 | $754K | Sell |
14,259
-1,293
| -8% | -$68.4K | 0.17% | 89 |
|
|
2022
Q4 | $775K | Sell |
15,552
-6,011
| -28% | -$300K | 0.19% | 85 |
|
|
2022
Q3 | $948K | Sell |
21,563
-3,068
| -12% | -$135K | 0.25% | 71 |
|
|
2022
Q2 | $1.2M | Buy |
+24,631
| New | +$1.2M | 0.3% | 65 |
|
|
2021
Q2 | – | Sell |
-43,594
| Closed | -$1.61M | – | 181 |
|
|
2021
Q1 | $1.61M | Buy |
43,594
+2,451
| +6% | +$90.7K | 0.29% | 68 |
|
|
2020
Q4 | $1.21M | Buy |
41,143
+4,838
| +13% | +$143K | 0.24% | 73 |
|
|
2020
Q3 | $973K | Buy |
36,305
+10,580
| +41% | +$284K | 0.22% | 76 |
|
|
2020
Q2 | $671K | Buy |
25,725
+15,800
| +159% | +$412K | 0.16% | 94 |
|
|
2020
Q1 | $236K | Sell |
9,925
-3,250
| -25% | -$77.3K | 0.06% | 138 |
|
|
2019
Q4 | $4.2K | Buy |
+13,175
| New | +$4.2K | 0.1% | 135 |
|
|
2019
Q2 | – | Sell |
-7,150
| Closed | -$254K | – | 189 |
|
|
2019
Q1 | $254K | Buy |
7,150
+2,950
| +70% | +$105K | 0.07% | 154 |
|
|
2018
Q4 | $136K | Sell |
4,200
-800
| -16% | -$25.9K | 0.04% | 182 |
|
|
2018
Q3 | $173K | Buy |
+5,000
| New | +$173K | 0.05% | 180 |
|
|
2018
Q2 | – | Sell |
-6,650
| Closed | -$219K | – | 181 |
|
|
2018
Q1 | $219K | Buy |
+6,650
| New | +$219K | 0.06% | 170 |
|