Davenport & 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 | $1.01M | Buy |
9,855
+185
| +2% | +$19K | 0.01% | 665 |
|
|
2025
Q1 | $832K | Sell |
9,670
-15,796
| -62% | -$1.36M | ﹤0.01% | 690 |
|
|
2024
Q4 | $2.68M | Buy |
25,466
+735
| +3% | +$77.2K | 0.02% | 411 |
|
|
2024
Q3 | $2.94M | Sell |
24,731
-101
| -0.4% | -$12K | 0.02% | 387 |
|
|
2024
Q2 | $2.23M | Buy |
24,832
+78
| +0.3% | +$6.99K | 0.01% | 422 |
|
|
2024
Q1 | $1.99M | Buy |
24,754
+2,595
| +12% | +$208K | 0.01% | 444 |
|
|
2023
Q4 | $1.55M | Buy |
22,159
+925
| +4% | +$64.7K | 0.01% | 466 |
|
|
2023
Q3 | $1.26M | Sell |
21,234
-2,990
| -12% | -$178K | 0.01% | 470 |
|
|
2023
Q2 | $1.38M | Buy |
24,224
+75
| +0.3% | +$4.26K | 0.01% | 455 |
|
|
2023
Q1 | $1.28M | Buy |
24,149
+1,935
| +9% | +$102K | 0.01% | 457 |
|
|
2022
Q4 | $1.11M | Buy |
22,214
+500
| +2% | +$24.9K | 0.01% | 474 |
|
|
2022
Q3 | $955K | Buy |
21,714
+375
| +2% | +$16.5K | 0.01% | 493 |
|
|
2022
Q2 | $1.04M | Buy |
21,339
+4,213
| +25% | +$205K | 0.01% | 488 |
|
|
2022
Q1 | $949K | Buy |
17,126
+9,980
| +140% | +$553K | 0.01% | 550 |
|
|
2021
Q4 | $374K | Buy |
+7,146
| New | +$374K | ﹤0.01% | 812 |
|
|
2020
Q2 | – | Sell |
-20,007
| Closed | -$476K | – | 715 |
|
|
2020
Q1 | $476K | Buy |
+20,007
| New | +$476K | 0.01% | 421 |
|
|
2018
Q3 | – | Sell |
-5,992
| Closed | -$210K | – | 697 |
|
|
2018
Q2 | $210K | Buy |
+5,992
| New | +$210K | ﹤0.01% | 643 |
|
|
2018
Q1 | – | Sell |
-6,462
| Closed | -$244K | – | 711 |
|
|
2017
Q4 | $244K | Buy |
6,462
+851
| +15% | +$32.1K | ﹤0.01% | 607 |
|
|
2017
Q3 | $218K | Buy |
+5,611
| New | +$218K | ﹤0.01% | 618 |
|
|
2016
Q4 | – | Sell |
-20,809
| Closed | -$781K | – | 650 |
|
|
2016
Q3 | $781K | Buy |
20,809
+245
| +1% | +$9.2K | 0.01% | 333 |
|
|
2016
Q2 | $819K | Buy |
+20,564
| New | +$819K | 0.01% | 326 |
|