Estabrook Capital 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 | $547K | Hold |
5,337
| – | – | 0.08% | 87 |
|
|
2025
Q1 | $459K | Hold |
5,337
| – | – | 0.07% | 95 |
|
|
2024
Q4 | $561K | Sell |
5,337
-700
| -12% | -$73.6K | 0.09% | 90 |
|
|
2024
Q3 | $717K | Sell |
6,037
-200
| -3% | -$23.8K | 0.11% | 86 |
|
|
2024
Q2 | $559K | Hold |
6,237
| – | – | 0.09% | 94 |
|
|
2024
Q1 | $500K | Sell |
6,237
-140
| -2% | -$11.2K | 0.08% | 101 |
|
|
2023
Q4 | $446K | Sell |
6,377
-256
| -4% | -$17.9K | 0.07% | 100 |
|
|
2023
Q3 | $394K | Sell |
6,633
-1,640
| -20% | -$97.5K | 0.07% | 104 |
|
|
2023
Q2 | $470K | Sell |
8,273
-100
| -1% | -$5.68K | 0.08% | 101 |
|
|
2023
Q1 | $443K | Hold |
8,373
| – | – | 0.08% | 102 |
|
|
2022
Q4 | $417K | Sell |
8,373
-343
| -4% | -$17.1K | 0.07% | 102 |
|
|
2022
Q3 | $383K | Hold |
8,716
| – | – | 0.07% | 101 |
|
|
2022
Q2 | $424K | Sell |
8,716
-43
| -0.5% | -$2.09K | 0.07% | 104 |
|
|
2022
Q1 | $485K | Sell |
8,759
-975
| -10% | -$54K | 0.07% | 104 |
|
|
2021
Q4 | $509K | Sell |
9,734
-524
| -5% | -$27.4K | 0.07% | 101 |
|
|
2021
Q3 | $446K | Sell |
10,258
-2,006
| -16% | -$87.2K | 0.07% | 100 |
|
|
2021
Q2 | $519K | Sell |
12,264
-2,889
| -19% | -$122K | 0.08% | 98 |
|
|
2021
Q1 | $561K | Sell |
15,153
-193
| -1% | -$7.14K | 0.09% | 95 |
|
|
2020
Q4 | $452K | Sell |
15,346
-249
| -2% | -$7.34K | 0.08% | 95 |
|
|
2020
Q3 | $418K | Sell |
15,595
-4,943
| -24% | -$132K | 0.08% | 95 |
|
|
2020
Q2 | $536K | Sell |
20,538
-1,294
| -6% | -$33.8K | 0.1% | 86 |
|
|
2020
Q1 | $520K | Buy |
21,832
+145
| +0.7% | +$3.45K | 0.11% | 82 |
|
|
2019
Q4 | $691K | Buy |
21,687
+17
| +0.1% | +$542 | 0.1% | 89 |
|
|
2019
Q3 | $702K | Buy |
21,670
+188
| +0.9% | +$6.09K | 0.12% | 87 |
|
|
2019
Q2 | $672K | Buy |
21,482
+21,407
| +28,543% | +$670K | 0.11% | 90 |
|
|
2019
Q1 | $2.66K | Hold |
75
| – | – | ﹤0.01% | 304 |
|
|
2018
Q4 | $2.43K | Hold |
75
| – | – | ﹤0.01% | 306 |
|
|
2018
Q3 | $2.59K | Hold |
75
| – | – | ﹤0.01% | 328 |
|
|
2018
Q2 | $2.63K | Hold |
75
| – | – | ﹤0.01% | 334 |
|
|
2018
Q1 | $2.47K | Hold |
75
| – | – | ﹤0.01% | 341 |
|
|
2017
Q4 | $2.83K | Hold |
75
| – | – | ﹤0.01% | 345 |
|
|
2017
Q3 | $2.92K | Hold |
75
| – | – | ﹤0.01% | 362 |
|
|
2017
Q2 | $2.58K | Buy |
+75
| New | +$2.58K | ﹤0.01% | 364 |
|