Essex Savings Bank’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 | $461K | Hold |
4,495
| – | – | 0.11% | 164 |
|
|
2025
Q1 | $387K | Sell |
4,495
-150
| -3% | -$12.9K | 0.1% | 180 |
|
|
2024
Q4 | $488K | Sell |
4,645
-1,214
| -21% | -$128K | 0.12% | 149 |
|
|
2024
Q3 | $696K | Sell |
5,859
-55
| -0.9% | -$6.54K | 0.17% | 123 |
|
|
2024
Q2 | $530K | Sell |
5,914
-376
| -6% | -$33.7K | 0.14% | 132 |
|
|
2024
Q1 | $440K | Hold |
6,290
| – | – | 0.13% | 145 |
|
|
2023
Q4 | $440K | Sell |
6,290
-250
| -4% | -$17.5K | 0.13% | 144 |
|
|
2023
Q3 | $389K | Buy |
6,540
+1,558
| +31% | +$92.6K | 0.13% | 140 |
|
|
2023
Q2 | $283K | Sell |
4,982
-185
| -4% | -$10.5K | 0.09% | 177 |
|
|
2023
Q1 | $273K | Hold |
5,167
| – | – | 0.1% | 176 |
|
|
2022
Q4 | $258K | Hold |
5,167
| – | – | 0.09% | 188 |
|
|
2022
Q3 | $227K | Hold |
5,167
| – | – | 0.09% | 186 |
|
|
2022
Q2 | $252K | Hold |
5,167
| – | – | 0.1% | 174 |
|
|
2022
Q1 | $286K | Hold |
5,167
| – | – | 0.09% | 178 |
|
|
2021
Q4 | $270K | Hold |
5,167
| – | – | 0.09% | 178 |
|
|
2021
Q3 | $247K | Buy |
5,167
+72
| +1% | +$3.44K | 0.09% | 184 |
|
|
2021
Q2 | $221K | Buy |
+5,095
| New | +$221K | 0.09% | 199 |
|
|
2019
Q3 | – | Sell |
-641
| Closed | -$20K | – | 396 |
|
|
2019
Q2 | $20K | Buy |
641
+566
| +755% | +$17.7K | 0.01% | 576 |
|
|
2019
Q1 | $3K | Buy |
+75
| New | +$3K | ﹤0.01% | 595 |
|