Ethic Inc’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 | $5.49M | Sell |
53,664
-4,614
| -8% | -$472K | 0.1% | 213 |
|
|
2025
Q1 | $5.06M | Sell |
58,278
-2,304
| -4% | -$200K | 0.1% | 214 |
|
|
2024
Q4 | $6.37M | Buy |
60,582
+12,846
| +27% | +$1.35M | 0.13% | 169 |
|
|
2024
Q3 | $3.83M | Sell |
47,736
-10,176
| -18% | -$816K | 0.1% | 243 |
|
|
2024
Q2 | $5.19M | Buy |
57,912
+10,176
| +21% | +$912K | 0.12% | 183 |
|
|
2024
Q1 | $3.83M | Buy |
47,736
+2,301
| +5% | +$185K | 0.1% | 244 |
|
|
2023
Q4 | $3.18M | Buy |
45,435
+4,185
| +10% | +$293K | 0.09% | 251 |
|
|
2023
Q3 | $2.45M | Buy |
41,250
+7,377
| +22% | +$439K | 0.09% | 274 |
|
|
2023
Q2 | $1.92M | Sell |
33,873
-215
| -0.6% | -$12.2K | 0.07% | 314 |
|
|
2023
Q1 | $1.8M | Sell |
34,088
-1,092
| -3% | -$57.8K | 0.07% | 311 |
|
|
2022
Q4 | $1.75M | Buy |
35,180
+8,600
| +32% | +$429K | 0.09% | 268 |
|
|
2022
Q3 | $1.17M | Buy |
26,580
+3,804
| +17% | +$167K | 0.08% | 298 |
|
|
2022
Q2 | $1.11M | Buy |
22,776
+8,673
| +61% | +$422K | 0.08% | 301 |
|
|
2022
Q1 | $781K | Buy |
14,103
+2,294
| +19% | +$127K | 0.05% | 359 |
|
|
2021
Q4 | $618K | Buy |
11,809
+2,501
| +27% | +$131K | 0.05% | 363 |
|
|
2021
Q3 | $404K | Sell |
9,308
-316
| -3% | -$13.7K | 0.04% | 413 |
|
|
2021
Q2 | $407K | Buy |
9,624
+4,062
| +73% | +$172K | 0.05% | 390 |
|
|
2021
Q1 | $206K | Buy |
+5,562
| New | +$206K | 0.04% | 463 |
|
|
2020
Q3 | – | Sell |
-10,259
| Closed | -$268K | – | 355 |
|
|
2020
Q2 | $268K | Buy |
+10,259
| New | +$268K | 0.15% | 189 |
|