Cullinan Associates’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-5,125
| Closed | -$255K | – | 261 |
|
|
2022
Q4 | $255K | Hold |
5,125
| – | – | 0.01% | 255 |
|
|
2022
Q3 | $225K | Hold |
5,125
| – | – | 0.01% | 220 |
|
|
2022
Q2 | $250K | Hold |
5,125
| – | – | 0.02% | 210 |
|
|
2022
Q1 | $284K | Hold |
5,125
| – | – | 0.01% | 216 |
|
|
2021
Q4 | $268K | Hold |
5,125
| – | – | 0.01% | 214 |
|
|
2021
Q3 | $223K | Hold |
5,125
| – | – | 0.01% | 221 |
|
|
2021
Q2 | $217K | Sell |
5,125
-7,676
| -60% | -$325K | 0.01% | 214 |
|
|
2021
Q1 | $474K | Buy |
12,801
+1,100
| +9% | +$40.7K | 0.03% | 160 |
|
|
2020
Q4 | $345K | Hold |
11,701
| – | – | 0.02% | 165 |
|
|
2020
Q3 | $313K | Buy |
11,701
+1,500
| +15% | +$40.1K | 0.02% | 158 |
|
|
2020
Q2 | $266K | Hold |
10,201
| – | – | 0.02% | 165 |
|
|
2020
Q1 | $243K | Hold |
10,201
| – | – | 0.02% | 159 |
|
|
2019
Q4 | $325K | Hold |
10,201
| – | – | 0.02% | 159 |
|
|
2019
Q3 | $330K | Sell |
10,201
-3,371
| -25% | -$109K | 0.02% | 159 |
|
|
2019
Q2 | $425K | Hold |
13,572
| – | – | 0.03% | 152 |
|
|
2019
Q1 | $481K | Hold |
13,572
| – | – | 0.04% | 148 |
|
|
2018
Q4 | $440K | Sell |
13,572
-3,400
| -20% | -$110K | 0.04% | 146 |
|
|
2018
Q3 | $586K | Sell |
16,972
-3,500
| -17% | -$121K | 0.04% | 146 |
|
|
2018
Q2 | $717K | Hold |
20,472
| – | – | 0.05% | 140 |
|
|
2018
Q1 | $673K | Hold |
20,472
| – | – | 0.05% | 146 |
|
|
2017
Q4 | $772K | Hold |
20,472
| – | – | 0.06% | 142 |
|
|
2017
Q3 | $796K | Sell |
20,472
-10,236
| -33% | -$398K | 0.06% | 143 |
|
|
2017
Q2 | $1.06M | Hold |
30,708
| – | – | 0.08% | 142 |
|
|
2017
Q1 | $1.1M | Buy |
+30,708
| New | +$1.1M | 0.09% | 140 |
|