Edgestream Partners’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 | $13.5M | Buy |
131,482
+53,883
| +69% | +$5.53M | 0.38% | 19 |
|
|
2025
Q1 | $6.68M | Sell |
77,599
-4,049
| -5% | -$348K | 0.23% | 141 |
|
|
2024
Q4 | $8.58M | Buy |
81,648
+57,930
| +244% | +$6.09M | 0.37% | 30 |
|
|
2024
Q3 | $2.82M | Sell |
23,718
-32,961
| -58% | -$3.92M | 0.12% | 298 |
|
|
2024
Q2 | $5.08M | Buy |
56,679
+33,803
| +148% | +$3.03M | 0.24% | 118 |
|
|
2024
Q1 | $1.83M | Sell |
22,876
-33,446
| -59% | -$2.68M | 0.09% | 353 |
|
|
2023
Q4 | $3.94M | Buy |
56,322
+49,586
| +736% | +$3.47M | 0.28% | 68 |
|
|
2023
Q3 | $400K | Sell |
6,736
-59,180
| -90% | -$3.52M | 0.03% | 642 |
|
|
2023
Q2 | $3.75M | Buy |
65,916
+24,153
| +58% | +$1.37M | 0.34% | 41 |
|
|
2023
Q1 | $2.21M | Buy |
41,763
+8,928
| +27% | +$472K | 0.24% | 124 |
|
|
2022
Q4 | $1.64M | Buy |
32,835
+9,626
| +41% | +$480K | 0.18% | 184 |
|
|
2022
Q3 | $1.02M | Sell |
23,209
-45,814
| -66% | -$2.01M | 0.08% | 272 |
|
|
2022
Q2 | $3.36M | Buy |
69,023
+46,800
| +211% | +$2.28M | 0.27% | 126 |
|
|
2022
Q1 | $1.23M | Sell |
22,223
-35,267
| -61% | -$1.95M | 0.1% | 294 |
|
|
2021
Q4 | $3.01M | Buy |
57,490
+31,130
| +118% | +$1.63M | 0.19% | 159 |
|
|
2021
Q3 | $1.15M | Buy |
+26,360
| New | +$1.15M | 0.07% | 306 |
|
|
2021
Q2 | – | Sell |
-12,727
| Closed | -$471K | – | 496 |
|
|
2021
Q1 | $471K | Buy |
+12,727
| New | +$471K | 0.03% | 332 |
|
|
2020
Q4 | – | Sell |
-75,272
| Closed | -$2.02M | – | 389 |
|
|
2020
Q3 | $2.02M | Buy |
+75,272
| New | +$2.02M | 0.13% | 187 |
|
|
2019
Q3 | – | Sell |
-45,275
| Closed | -$1.42M | – | 286 |
|
|
2019
Q2 | $1.42M | Buy |
+45,275
| New | +$1.42M | 0.16% | 124 |
|
|
2019
Q1 | – | Sell |
-42,543
| Closed | -$1.38M | – | 249 |
|
|
2018
Q4 | $1.38M | Sell |
42,543
-29,921
| -41% | -$970K | 0.24% | 121 |
|
|
2018
Q3 | $2.5M | Sell |
72,464
-118,751
| -62% | -$4.1M | 0.43% | 84 |
|
|
2018
Q2 | $6.69M | Buy |
191,215
+55,987
| +41% | +$1.96M | 1.36% | 12 |
|
|
2018
Q1 | $4.44M | Buy |
+135,228
| New | +$4.44M | 0.87% | 28 |
|