Envestnet Asset 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 | $20.9M | Sell |
204,027
-9,872
| -5% | -$1.01M | 0.01% | 1231 |
|
|
2025
Q1 | $18.4M | Sell |
213,899
-31,564
| -13% | -$2.72M | 0.01% | 1262 |
|
|
2024
Q4 | $25.8M | Sell |
245,463
-210,140
| -46% | -$22.1M | 0.01% | 1043 |
|
|
2024
Q3 | $54.1M | Sell |
455,603
-46,849
| -9% | -$5.57M | 0.02% | 681 |
|
|
2024
Q2 | $45M | Sell |
502,452
-16,895
| -3% | -$1.51M | 0.02% | 713 |
|
|
2024
Q1 | $41.7M | Buy |
519,347
+139,864
| +37% | +$11.2M | 0.02% | 740 |
|
|
2023
Q4 | $26.6M | Sell |
379,483
-188,761
| -33% | -$13.2M | 0.01% | 882 |
|
|
2023
Q3 | $33.8M | Sell |
568,244
-30,480
| -5% | -$1.81M | 0.02% | 729 |
|
|
2023
Q2 | $34M | Sell |
598,724
-106,036
| -15% | -$6.02M | 0.02% | 652 |
|
|
2023
Q1 | $30M | Buy |
704,760
+127,573
| +22% | +$5.43M | 0.01% | 693 |
|
|
2022
Q4 | $28.8M | Buy |
577,187
+10,996
| +2% | +$548K | 0.01% | 676 |
|
|
2022
Q3 | $24.9M | Sell |
566,191
-6,219
| -1% | -$273K | 0.01% | 672 |
|
|
2022
Q2 | $27.9M | Sell |
572,410
-2,194
| -0.4% | -$107K | 0.02% | 635 |
|
|
2022
Q1 | $31.8M | Buy |
574,604
+73,629
| +15% | +$4.08M | 0.02% | 651 |
|
|
2021
Q4 | $26.2M | Sell |
500,975
-13,420
| -3% | -$702K | 0.01% | 732 |
|
|
2021
Q3 | $22.4M | Buy |
514,395
+4,976
| +1% | +$216K | 0.01% | 749 |
|
|
2021
Q2 | $21.6M | Sell |
509,419
-9,021
| -2% | -$382K | 0.01% | 755 |
|
|
2021
Q1 | $19.2M | Buy |
518,440
+31,626
| +6% | +$1.17M | 0.01% | 730 |
|
|
2020
Q4 | $14.4M | Buy |
486,814
+94,538
| +24% | +$2.79M | 0.01% | 751 |
|
|
2020
Q3 | $10.5M | Buy |
392,276
+83,777
| +27% | +$2.24M | 0.01% | 792 |
|
|
2020
Q2 | $8.05M | Buy |
308,499
+250,865
| +435% | +$6.55M | 0.01% | 873 |
|
|
2020
Q1 | $1.37M | Buy |
57,634
+5,626
| +11% | +$134K | ﹤0.01% | 1629 |
|
|
2019
Q4 | $1.66M | Buy |
52,008
+13,536
| +35% | +$431K | ﹤0.01% | 1722 |
|
|
2019
Q3 | $1.25M | Sell |
38,472
-6,628
| -15% | -$215K | ﹤0.01% | 1816 |
|
|
2019
Q2 | $1.41M | Buy |
45,100
+11,969
| +36% | +$375K | ﹤0.01% | 1750 |
|
|
2019
Q1 | $1.18M | Sell |
33,131
-5,317
| -14% | -$189K | ﹤0.01% | 1795 |
|
|
2018
Q4 | $1.25M | Buy |
+38,448
| New | +$1.25M | ﹤0.01% | 1597 |
|
|
2018
Q3 | – | Sell |
-5,696
| Closed | -$200K | – | 1922 |
|
|
2018
Q2 | $200K | Buy |
5,696
+1,235
| +28% | +$43.4K | ﹤0.01% | 1663 |
|
|
2018
Q1 | $147K | Sell |
4,461
-140,335
| -97% | -$4.62M | ﹤0.01% | 1764 |
|
|
2017
Q4 | $5.46M | Buy |
144,796
+91,515
| +172% | +$3.45M | 0.01% | 558 |
|
|
2017
Q3 | $2.07M | Sell |
53,281
-45,409
| -46% | -$1.77M | 0.01% | 883 |
|
|
2017
Q2 | $3.39M | Sell |
98,690
-3,751
| -4% | -$129K | 0.01% | 713 |
|
|
2017
Q1 | $3.65M | Buy |
102,441
+1,334
| +1% | +$47.6K | 0.01% | 694 |
|
|
2016
Q4 | $3.28M | Buy |
101,107
+1,174
| +1% | +$38.1K | 0.01% | 709 |
|
|
2016
Q3 | $3.75M | Sell |
99,933
-4,584
| -4% | -$172K | 0.01% | 689 |
|
|
2016
Q2 | $4.16M | Sell |
104,517
-854
| -0.8% | -$34K | 0.02% | 697 |
|
|
2016
Q1 | $3.57M | Buy |
105,371
+14,131
| +15% | +$479K | 0.02% | 718 |
|
|
2015
Q4 | $2.46M | Buy |
91,240
+1,124
| +1% | +$30.4K | 0.01% | 862 |
|
|
2015
Q3 | $2.8M | Buy |
90,116
+3,136
| +4% | +$97.3K | 0.01% | 802 |
|
|
2015
Q2 | $2.7M | Buy |
+86,980
| New | +$2.7M | 0.01% | 899 |
|
|
2014
Q4 | – | Sell |
-61
| Closed | -$2K | – | 2620 |
|
|
2014
Q3 | $2K | Buy |
+61
| New | +$2K | ﹤0.01% | 2512 |
|
|
2014
Q1 | – | Sell |
-146
| Closed | -$4K | – | 2598 |
|
|
2013
Q4 | $4K | Buy |
+146
| New | +$4K | ﹤0.01% | 2066 |
|