Crescent Grove Advisors’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 | $1.37M | Buy |
13,255
+201
| +2% | +$20.8K | 0.13% | 97 |
|
|
2025
Q1 | $1.13M | Hold |
13,054
| – | – | 0.12% | 102 |
|
|
2024
Q4 | $1.38M | Buy |
13,054
+211
| +2% | +$22.3K | 0.14% | 98 |
|
|
2024
Q3 | $1.54M | Buy |
12,843
+571
| +5% | +$68.3K | 0.16% | 93 |
|
|
2024
Q2 | $1.11M | Hold |
12,272
| – | – | 0.12% | 106 |
|
|
2024
Q1 | $992K | Buy |
12,272
+1,737
| +16% | +$140K | 0.1% | 118 |
|
|
2023
Q4 | $737K | Buy |
+10,535
| New | +$737K | 0.08% | 135 |
|
|
2022
Q3 | – | Sell |
-5,975
| Closed | -$291K | – | 266 |
|
|
2022
Q2 | $291K | Buy |
+5,975
| New | +$291K | 0.03% | 209 |
|