Diversified Trust’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 | $354K | Buy |
+3,452
| New | +$354K | 0.01% | 704 |
|
|
2024
Q4 | – | Sell |
-12,168
| Closed | -$1.45M | – | 961 |
|
|
2024
Q3 | $1.45M | Buy |
12,168
+7,270
| +148% | +$864K | 0.04% | 284 |
|
|
2024
Q2 | $439K | Sell |
4,898
-4,957
| -50% | -$444K | 0.01% | 573 |
|
|
2024
Q1 | $790K | Sell |
9,855
-1,348
| -12% | -$108K | 0.02% | 393 |
|
|
2023
Q4 | $784K | Buy |
+11,203
| New | +$784K | 0.03% | 360 |
|
|
2023
Q3 | – | Sell |
-5,210
| Closed | -$296K | – | 879 |
|
|
2023
Q2 | $296K | Buy |
+5,210
| New | +$296K | 0.01% | 629 |
|
|
2022
Q4 | – | Sell |
-5,945
| Closed | -$261K | – | 829 |
|
|
2022
Q3 | $261K | Sell |
5,945
-4,734
| -44% | -$208K | 0.01% | 591 |
|
|
2022
Q2 | $520K | Buy |
+10,679
| New | +$520K | 0.02% | 372 |
|
|
2021
Q4 | – | Sell |
-8,099
| Closed | -$352K | – | 871 |
|
|
2021
Q3 | $352K | Buy |
+8,099
| New | +$352K | 0.01% | 527 |
|