Evergreen 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 | $338K | Sell |
3,292
-25
| -0.8% | -$2.57K | 0.01% | 747 |
|
|
2025
Q1 | $285K | Buy |
3,317
+283
| +9% | +$24.4K | 0.01% | 773 |
|
|
2024
Q4 | $321K | Hold |
3,034
| – | – | 0.01% | 702 |
|
|
2024
Q3 | $363K | Buy |
3,034
+167
| +6% | +$20K | 0.01% | 636 |
|
|
2024
Q2 | $259K | Buy |
2,867
+1
| +0% | +$90 | 0.01% | 721 |
|
|
2024
Q1 | $232K | Buy |
2,866
+21
| +0.7% | +$1.7K | 0.01% | 730 |
|
|
2023
Q4 | $201K | Sell |
2,845
-817
| -22% | -$57.7K | 0.01% | 775 |
|
|
2023
Q3 | $220K | Buy |
3,662
+117
| +3% | +$7.03K | 0.01% | 672 |
|
|
2023
Q2 | $204K | Buy |
+3,545
| New | +$204K | 0.01% | 725 |
|
|
2022
Q2 | – | Sell |
-99,985
| Closed | -$5.54M | – | 621 |
|
|
2022
Q1 | $5.54M | Buy |
99,985
+2,491
| +3% | +$138K | 0.23% | 127 |
|
|
2021
Q4 | $5.1M | Buy |
97,494
+2,932
| +3% | +$153K | 0.2% | 135 |
|
|
2021
Q3 | $4.11M | Buy |
+94,562
| New | +$4.11M | 0.19% | 133 |
|