Crossmark Global Holdings’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
$6.75M Buy
65,793
+3,765
+6% +$386K 0.11% 211
2025
Q1
$5.34M Buy
62,028
+4,422
+8% +$380K 0.09% 231
2024
Q4
$6.06M Sell
57,606
-661
-1% -$69.5K 0.11% 208
2024
Q3
$6.92M Sell
58,267
-8,093
-12% -$962K 0.12% 194
2024
Q2
$5.95M Sell
66,360
-173,529
-72% -$15.6M 0.11% 208
2024
Q1
$19.2M Sell
239,889
-8,088
-3% -$649K 0.37% 56
2023
Q4
$17.4M Sell
247,977
-10,001
-4% -$700K 0.36% 62
2023
Q3
$15.4M Buy
257,978
+5,141
+2% +$307K 0.35% 62
2023
Q2
$15.3M Buy
252,837
+10,876
+4% +$659K 0.33% 66
2023
Q1
$12.8M Buy
241,961
+7,410
+3% +$392K 0.3% 78
2022
Q4
$11.7M Buy
234,551
+9,231
+4% +$460K 0.29% 89
2022
Q3
$9.91M Buy
225,320
+754
+0.3% +$33.2K 0.27% 84
2022
Q2
$10.9M Buy
224,566
+6,183
+3% +$301K 0.28% 81
2022
Q1
$12.1M Sell
218,383
-1,152
-0.5% -$63.8K 0.27% 91
2021
Q4
$11.5M Buy
219,535
+21,706
+11% +$1.14M 0.25% 106
2021
Q3
$8.6M Buy
197,829
+180,974
+1,074% +$7.86M 0.2% 128
2021
Q2
$713K Buy
16,855
+463
+3% +$19.6K 0.02% 736
2021
Q1
$607K Buy
16,392
+540
+3% +$20K 0.02% 802
2020
Q4
$467K Sell
15,852
-20
-0.1% -$589 0.01% 878
2020
Q3
$425K Sell
15,872
-50
-0.3% -$1.34K 0.01% 841
2020
Q2
$416K Sell
15,922
-147
-0.9% -$3.84K 0.01% 838
2020
Q1
$382K Buy
16,069
+40
+0.2% +$951 0.01% 749
2019
Q4
$511K Sell
16,029
-187
-1% -$5.96K 0.01% 784
2019
Q3
$525K Sell
16,216
-1,081
-6% -$35K 0.02% 767
2019
Q2
$541K Sell
17,297
-189
-1% -$5.91K 0.02% 774
2019
Q1
$620K Buy
17,486
+240
+1% +$8.51K 0.02% 719
2018
Q4
$559K Sell
17,246
-2,304
-12% -$74.7K 0.02% 724
2018
Q3
$675K Buy
19,550
+349
+2% +$12.1K 0.02% 776
2018
Q2
$672K Sell
19,201
-2,569
-12% -$89.9K 0.02% 770
2018
Q1
$715K Sell
21,770
-862
-4% -$28.3K 0.02% 741
2017
Q4
$854K Buy
22,632
+2,148
+10% +$81.1K 0.02% 701
2017
Q3
$797K Buy
+20,484
New +$797K 0.02% 703
2016
Q3
$797K Buy
+20,484
New +$797K 0.02% 703