Cresset Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,317
| Closed | -$349K | – | 1705 |
|
|
2024
Q4 | $349K | Sell |
3,317
-71
| -2% | -$7.46K | ﹤0.01% | 1250 |
|
|
2024
Q3 | $403K | Hold |
3,388
| – | – | ﹤0.01% | 1616 |
|
|
2024
Q2 | $304K | Buy |
3,388
+317
| +10% | +$28.4K | ﹤0.01% | 1677 |
|
|
2024
Q1 | $246K | Sell |
3,071
-35
| -1% | -$2.81K | ﹤0.01% | 1658 |
|
|
2023
Q4 | $217K | Buy |
+3,106
| New | +$217K | ﹤0.01% | 1633 |
|
|
2023
Q2 | – | Sell |
-16,001
| Closed | -$855K | – | 1775 |
|
|
2023
Q1 | $855K | Buy |
16,001
+195
| +1% | +$10.4K | 0.02% | 374 |
|
|
2022
Q4 | $704K | Sell |
15,806
-1,832
| -10% | -$81.6K | 0.01% | 370 |
|
|
2022
Q3 | $785K | Sell |
17,638
-332
| -2% | -$14.8K | 0.01% | 402 |
|
|
2022
Q2 | $870K | Buy |
17,970
+1,547
| +9% | +$74.9K | 0.01% | 408 |
|
|
2022
Q1 | $920K | Sell |
16,423
-274
| -2% | -$15.3K | 0.01% | 430 |
|
|
2021
Q4 | $884K | Buy |
16,697
+12,094
| +263% | +$640K | 0.01% | 497 |
|
|
2021
Q3 | $202K | Buy |
+4,603
| New | +$202K | ﹤0.01% | 1030 |
|
|
2019
Q2 | – | Sell |
-227
| Closed | -$8K | – | 1053 |
|
|
2019
Q1 | $8K | Buy |
227
+49
| +28% | +$1.73K | ﹤0.01% | 1226 |
|
|
2018
Q4 | $6K | Buy |
+178
| New | +$6K | ﹤0.01% | 976 |
|