Delta Capital Management’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 | $1.19M | Hold |
11,610
| – | – | 0.67% | 50 |
|
|
2025
Q1 | $999K | Hold |
11,610
| – | – | 0.58% | 52 |
|
|
2024
Q4 | $1.22M | Sell |
11,610
-200
| -2% | -$21K | 0.7% | 48 |
|
|
2024
Q3 | $1.4M | Hold |
11,810
| – | – | 0.81% | 47 |
|
|
2024
Q2 | $1.06M | Buy |
+11,810
| New | +$1.06M | 0.64% | 50 |
|
|
2023
Q2 | – | Sell |
-11,510
| Closed | -$609K | – | 88 |
|
|
2023
Q1 | $609K | Hold |
11,510
| – | – | 0.43% | 55 |
|
|
2022
Q4 | $574K | Hold |
11,510
| – | – | 0.42% | 54 |
|
|
2022
Q3 | $506K | Sell |
11,510
-700
| -6% | -$30.8K | 0.41% | 56 |
|
|
2022
Q2 | $595K | Buy |
12,210
+700
| +6% | +$34.1K | 0.45% | 55 |
|
|
2022
Q1 | $638K | Buy |
11,510
+110
| +1% | +$6.1K | 0.42% | 55 |
|
|
2021
Q4 | $597K | Buy |
11,400
+170
| +2% | +$8.9K | 0.33% | 60 |
|
|
2021
Q3 | $488K | Hold |
11,230
| – | – | 0.3% | 60 |
|
|
2021
Q2 | $475K | Sell |
11,230
-970
| -8% | -$41K | 0.29% | 60 |
|
|
2021
Q1 | $452K | Buy |
12,200
+2,430
| +25% | +$90K | 0.29% | 58 |
|
|
2020
Q4 | $288K | Buy |
+9,770
| New | +$288K | 0.2% | 66 |
|