D.A. Davidson & Co’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 | $3.03M | Buy |
29,532
+316
| +1% | +$32.4K | 0.02% | 477 |
|
|
2025
Q1 | $2.51M | Sell |
29,216
-307
| -1% | -$26.4K | 0.02% | 510 |
|
|
2024
Q4 | $3.1M | Buy |
29,523
+2,762
| +10% | +$290K | 0.03% | 429 |
|
|
2024
Q3 | $3.18M | Sell |
26,761
-14,143
| -35% | -$1.68M | 0.03% | 432 |
|
|
2024
Q2 | $3.67M | Sell |
40,904
-753
| -2% | -$67.5K | 0.03% | 374 |
|
|
2024
Q1 | $3.34M | Sell |
41,657
-7,332
| -15% | -$588K | 0.03% | 401 |
|
|
2023
Q4 | $3.43M | Buy |
48,989
+335
| +0.7% | +$23.4K | 0.03% | 358 |
|
|
2023
Q3 | $2.89M | Buy |
48,654
+2,198
| +5% | +$131K | 0.03% | 381 |
|
|
2023
Q2 | $2.64M | Sell |
46,456
-1,998
| -4% | -$114K | 0.03% | 411 |
|
|
2023
Q1 | $2.55M | Buy |
48,454
+2,815
| +6% | +$148K | 0.03% | 405 |
|
|
2022
Q4 | $2.28M | Sell |
45,639
-1,428
| -3% | -$71.3K | 0.03% | 409 |
|
|
2022
Q3 | $2.07M | Buy |
47,067
+128
| +0.3% | +$5.62K | 0.03% | 403 |
|
|
2022
Q2 | $2.29M | Buy |
46,939
+2,466
| +6% | +$120K | 0.03% | 395 |
|
|
2022
Q1 | $2.46M | Sell |
44,473
-25
| -0.1% | -$1.39K | 0.03% | 415 |
|
|
2021
Q4 | $2.33M | Buy |
44,498
+6,005
| +16% | +$315K | 0.02% | 425 |
|
|
2021
Q3 | $1.67M | Buy |
38,493
+21,641
| +128% | +$941K | 0.02% | 476 |
|
|
2021
Q2 | $713K | Sell |
16,852
-13,702
| -45% | -$580K | 0.01% | 728 |
|
|
2021
Q1 | $1.13M | Buy |
30,554
+2,595
| +9% | +$96.1K | 0.01% | 560 |
|
|
2020
Q4 | $824K | Buy |
27,959
+4,986
| +22% | +$147K | 0.01% | 557 |
|
|
2020
Q3 | $615K | Sell |
22,973
-34,128
| -60% | -$914K | 0.01% | 571 |
|
|
2020
Q2 | $1.49M | Sell |
57,101
-8,009
| -12% | -$209K | 0.03% | 358 |
|
|
2020
Q1 | $1.55M | Buy |
65,110
+8,876
| +16% | +$211K | 0.03% | 364 |
|
|
2019
Q4 | $1.79M | Buy |
56,234
+34,973
| +164% | +$1.11M | 0.03% | 392 |
|
|
2019
Q3 | $689K | Buy |
21,261
+2,014
| +10% | +$65.3K | 0.01% | 567 |
|
|
2019
Q2 | $602K | Buy |
19,247
+535
| +3% | +$16.7K | 0.01% | 598 |
|
|
2019
Q1 | $663K | Sell |
18,712
-287
| -2% | -$10.2K | 0.01% | 605 |
|
|
2018
Q4 | $616K | Buy |
18,999
+2,597
| +16% | +$84.2K | 0.01% | 593 |
|
|
2018
Q3 | $566K | Sell |
16,402
-23,888
| -59% | -$824K | 0.01% | 668 |
|
|
2018
Q2 | $1.41M | Buy |
40,290
+1,534
| +4% | +$53.7K | 0.03% | 418 |
|
|
2018
Q1 | $1.27M | Sell |
38,756
-3,764
| -9% | -$124K | 0.03% | 419 |
|
|
2017
Q4 | $1.6M | Sell |
42,520
-1,208
| -3% | -$45.6K | 0.03% | 371 |
|
|
2017
Q3 | $1.7M | Sell |
43,728
-4,290
| -9% | -$167K | 0.03% | 391 |
|
|
2017
Q2 | $1.65M | Buy |
48,018
+295
| +0.6% | +$10.1K | 0.04% | 353 |
|
|
2017
Q1 | $1.7M | Sell |
47,723
-89,245
| -65% | -$3.18M | 0.04% | 332 |
|
|
2016
Q4 | $4.45M | Buy |
136,968
+48,375
| +55% | +$1.57M | 0.1% | 197 |
|
|
2016
Q3 | $3.32M | Buy |
88,593
+2,348
| +3% | +$88.1K | 0.08% | 227 |
|
|
2016
Q2 | $3.43M | Buy |
86,245
+3,583
| +4% | +$143K | 0.1% | 193 |
|
|
2016
Q1 | $2.8M | Buy |
82,662
+6,061
| +8% | +$205K | 0.09% | 214 |
|
|
2015
Q4 | $2.07M | Buy |
76,601
+6,138
| +9% | +$166K | 0.07% | 262 |
|
|
2015
Q3 | $2.18M | Buy |
70,463
+8,035
| +13% | +$249K | 0.08% | 242 |
|
|
2015
Q2 | $1.93M | Buy |
62,428
+5,679
| +10% | +$176K | 0.06% | 279 |
|
|
2015
Q1 | $2.07M | Buy |
56,749
+4,016
| +8% | +$146K | 0.07% | 262 |
|
|
2014
Q4 | $2.04M | Buy |
52,733
+7,054
| +15% | +$272K | 0.07% | 264 |
|
|
2014
Q3 | $1.49M | Sell |
45,679
-4,523
| -9% | -$148K | 0.05% | 323 |
|
|
2014
Q2 | $1.64M | Buy |
50,202
+3,628
| +8% | +$119K | 0.06% | 308 |
|
|
2014
Q1 | $1.19M | Sell |
46,574
-812
| -2% | -$20.7K | 0.04% | 366 |
|
|
2013
Q4 | $1.33M | Buy |
47,386
+4,688
| +11% | +$131K | 0.05% | 322 |
|
|
2013
Q3 | $1.07M | Buy |
42,698
+6,683
| +19% | +$167K | 0.05% | 340 |
|
|
2013
Q2 | $884K | Buy |
+36,015
| New | +$884K | 0.04% | 354 |
|