Everence 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 | $1.83M | Buy |
17,790
+510
| +3% | +$52.3K | 0.12% | 149 |
|
|
2025
Q1 | $1.49M | Sell |
17,280
-3,210
| -16% | -$276K | 0.1% | 175 |
|
|
2024
Q4 | $2.15M | Buy |
20,490
+11,820
| +136% | +$1.24M | 0.14% | 121 |
|
|
2024
Q3 | $1.03M | Hold |
8,670
| – | – | 0.07% | 233 |
|
|
2024
Q2 | $672 | Hold |
8,670
| – | – | 0.05% | 304 |
|
|
2024
Q1 | $695 | Hold |
8,670
| – | – | 0.05% | 310 |
|
|
2023
Q4 | $607K | Hold |
8,670
| – | – | 0.04% | 342 |
|
|
2023
Q3 | $515 | Hold |
8,670
| – | – | 0.04% | 379 |
|
|
2023
Q2 | $463K | Hold |
8,670
| – | – | 0.04% | 366 |
|
|
2023
Q1 | $459 | Hold |
8,670
| – | – | 0.04% | 388 |
|
|
2022
Q4 | $432 | Buy |
+8,670
| New | +$432 | 0.04% | 421 |
|
|
2022
Q1 | – | Sell |
-6,300
| Closed | -$330K | – | 762 |
|
|
2021
Q4 | $330K | Sell |
6,300
-16,270
| -72% | -$852K | 0.02% | 558 |
|
|
2021
Q3 | $981K | Hold |
22,570
| – | – | 0.08% | 204 |
|
|
2021
Q2 | $955K | Hold |
22,570
| – | – | 0.08% | 210 |
|
|
2021
Q1 | $835K | Hold |
22,570
| – | – | 0.08% | 214 |
|
|
2020
Q4 | $665K | Sell |
22,570
-18,158
| -45% | -$535K | 0.06% | 253 |
|
|
2020
Q3 | $1.09M | Buy |
40,728
+9,380
| +30% | +$251K | 0.12% | 144 |
|
|
2020
Q2 | $808K | Hold |
31,348
| – | – | 0.1% | 178 |
|
|
2020
Q1 | $746K | Hold |
31,348
| – | – | 0.11% | 165 |
|
|
2019
Q4 | $999K | Buy |
31,348
+9,201
| +42% | +$293K | 0.15% | 143 |
|
|
2019
Q3 | $717K | Hold |
22,147
| – | – | 0.12% | 186 |
|
|
2019
Q2 | $693K | Buy |
22,147
+7,990
| +56% | +$250K | 0.11% | 187 |
|
|
2019
Q1 | $502K | Sell |
14,157
-5,340
| -27% | -$189K | 0.09% | 238 |
|
|
2018
Q4 | $632K | Hold |
19,497
| – | – | 0.15% | 168 |
|
|
2018
Q3 | $673K | Sell |
19,497
-5,210
| -21% | -$180K | 0.13% | 184 |
|
|
2018
Q2 | $865K | Hold |
24,707
| – | – | 0.18% | 147 |
|
|
2018
Q1 | $812K | Buy |
24,707
+11,450
| +86% | +$376K | 0.18% | 147 |
|
|
2017
Q4 | $500K | Hold |
13,257
| – | – | 0.11% | 217 |
|
|
2017
Q3 | $516K | Hold |
13,257
| – | – | 0.12% | 223 |
|
|
2017
Q2 | $456K | Hold |
13,257
| – | – | 0.11% | 229 |
|
|
2017
Q1 | $473K | Hold |
13,257
| – | – | 0.12% | 211 |
|
|
2016
Q4 | $431K | Buy |
+13,257
| New | +$431K | 0.12% | 210 |
|