EFS
Essex Financial Services’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $806K | Buy |
7,862
+26
| +0.3% | +$2.67K | 0.05% | 306 |
|
|
2025
Q1 | $674K | Sell |
7,836
-7
| -0.1% | -$602 | 0.05% | 314 |
|
|
2024
Q4 | $824K | Sell |
7,843
-1
| -0% | -$105 | 0.06% | 271 |
|
|
2024
Q3 | $972K | Sell |
7,844
-996
| -11% | -$123K | 0.07% | 250 |
|
|
2024
Q2 | $949K | Buy |
8,840
+2,818
| +47% | +$303K | 0.07% | 243 |
|
|
2024
Q1 | $483K | Sell |
6,022
-10,465
| -63% | -$839K | 0.04% | 333 |
|
|
2023
Q4 | $1.15M | Buy |
16,487
+632
| +4% | +$44.2K | 0.12% | 168 |
|
|
2023
Q3 | $943K | Sell |
15,855
-599
| -4% | -$35.6K | 0.11% | 183 |
|
|
2023
Q2 | $935K | Sell |
16,454
-525
| -3% | -$29.8K | 0.11% | 182 |
|
|
2023
Q1 | $898K | Buy |
16,979
+125
| +0.7% | +$6.61K | 0.09% | 195 |
|
|
2022
Q4 | $840K | Buy |
16,854
+781
| +5% | +$38.9K | 0.09% | 205 |
|
|
2022
Q3 | $707K | Buy |
16,073
+1,581
| +11% | +$69.5K | 0.08% | 207 |
|
|
2022
Q2 | $706K | Buy |
14,492
+819
| +6% | +$39.9K | 0.08% | 225 |
|
|
2022
Q1 | $758K | Buy |
13,673
+1,431
| +12% | +$79.3K | 0.07% | 230 |
|
|
2021
Q4 | $641K | Buy |
12,242
+1,245
| +11% | +$65.2K | 0.06% | 254 |
|
|
2021
Q3 | $478K | Sell |
10,997
-54
| -0.5% | -$2.35K | 0.05% | 276 |
|
|
2021
Q2 | $409K | Hold |
11,051
| – | – | 0.06% | 264 |
|
|
2021
Q1 | $409K | Sell |
11,051
-161
| -1% | -$5.96K | 0.07% | 217 |
|
|
2020
Q4 | $331K | Buy |
11,212
+1,995
| +22% | +$58.9K | 0.07% | 235 |
|
|
2020
Q3 | $247K | Buy |
+9,217
| New | +$247K | 0.06% | 238 |
|
|
2020
Q1 | – | Sell |
-8,800
| Closed | -$280K | – | 261 |
|
|
2019
Q4 | $280K | Buy |
8,800
+160
| +2% | +$5.09K | 0.08% | 216 |
|
|
2019
Q3 | $280K | Buy |
8,640
+100
| +1% | +$3.24K | 0.09% | 197 |
|
|
2019
Q2 | $267K | Buy |
8,540
+445
| +5% | +$13.9K | 0.08% | 199 |
|
|
2019
Q1 | $287K | Buy |
8,095
+840
| +12% | +$29.8K | 0.09% | 175 |
|
|
2018
Q4 | $235K | Sell |
7,255
-279
| -4% | -$9.04K | 0.07% | 210 |
|
|
2018
Q3 | $260K | Hold |
7,534
| – | – | 0.06% | 234 |
|
|
2018
Q2 | $264K | Sell |
7,534
-408
| -5% | -$14.3K | 0.06% | 225 |
|
|
2018
Q1 | $261K | Buy |
7,942
+1,088
| +16% | +$35.8K | 0.05% | 287 |
|
|
2017
Q4 | $259K | Hold |
6,854
| – | – | 0.06% | 232 |
|
|
2017
Q3 | $267K | Sell |
6,854
-865
| -11% | -$33.7K | 0.07% | 222 |
|
|
2017
Q2 | $265K | Sell |
7,719
-8,181
| -51% | -$281K | 0.06% | 288 |
|
|
2017
Q1 | $274K | Buy |
15,900
+8,596
| +118% | +$148K | 0.06% | 260 |
|
|
2016
Q4 | $237K | Sell |
7,304
-1,101
| -13% | -$35.7K | 0.05% | 280 |
|
|
2016
Q3 | $315K | Hold |
8,405
| – | – | 0.08% | 233 |
|
|
2016
Q2 | $335K | Hold |
8,405
| – | – | 0.08% | 224 |
|
|
2016
Q1 | $285K | Hold |
8,405
| – | – | 0.07% | 242 |
|
|
2015
Q4 | $227K | Hold |
8,405
| – | – | 0.05% | 276 |
|
|
2015
Q3 | $261K | Buy |
8,405
+1,727
| +26% | +$53.6K | 0.07% | 253 |
|
|
2015
Q2 | $207K | Buy |
+6,678
| New | +$207K | 0.05% | 302 |
|
|
2015
Q1 | – | Sell |
-6,373
| Closed | -$246K | – | 331 |
|
|
2014
Q4 | $246K | Buy |
+6,373
| New | +$246K | 0.06% | 264 |
|
|
2014
Q3 | – | Sell |
-5,786
| Closed | -$205K | – | 304 |
|
|
2014
Q2 | $205K | Buy |
+5,786
| New | +$205K | 0.06% | 286 |
|