Disciplined Equity 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 | $419K | Hold |
4,085
| – | – | 0.25% | 34 |
|
|
2025
Q1 | $351K | Hold |
4,085
| – | – | 0.24% | 34 |
|
|
2024
Q4 | $429K | Hold |
4,085
| – | – | 0.28% | 38 |
|
|
2024
Q3 | $485K | Hold |
4,085
| – | – | 0.31% | 38 |
|
|
2024
Q2 | $366K | Hold |
4,085
| – | – | 0.24% | 39 |
|
|
2024
Q1 | $328K | Sell |
4,085
-35,970
| -90% | -$2.89M | 0.22% | 38 |
|
|
2023
Q4 | $2.8M | Sell |
40,055
-550
| -1% | -$38.5K | 1.92% | 6 |
|
|
2023
Q3 | $2.41M | Hold |
40,605
| – | – | 2.02% | 6 |
|
|
2023
Q2 | $2.31M | Sell |
40,605
-160
| -0.4% | -$9.09K | 1.88% | 6 |
|
|
2023
Q1 | $2.16M | Buy |
40,765
+50
| +0.1% | +$2.65K | 1.83% | 6 |
|
|
2022
Q4 | $2.03M | Hold |
40,715
| – | – | 1.8% | 7 |
|
|
2022
Q3 | $1.79M | Sell |
40,715
-6,450
| -14% | -$284K | 1.77% | 6 |
|
|
2022
Q2 | $2.3M | Buy |
47,165
+330
| +0.7% | +$16.1K | 2.08% | 6 |
|
|
2022
Q1 | $2.6M | Sell |
46,835
-2,700
| -5% | -$150K | 2.6% | 5 |
|
|
2021
Q4 | $2.59M | Buy |
+49,535
| New | +$2.59M | 2.5% | 6 |
|