Fagan Associates’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-18,183
| Closed | -$1.63M | – | 133 |
|
|
2024
Q2 | $1.63M | Buy |
18,183
+670
| +4% | +$60K | 0.29% | 70 |
|
|
2024
Q1 | $1.4M | Sell |
17,513
-345
| -2% | -$27.7K | 0.26% | 74 |
|
|
2023
Q4 | $1.25M | Sell |
17,858
-134
| -0.7% | -$9.38K | 0.27% | 65 |
|
|
2023
Q3 | $1.07M | Sell |
17,992
-694
| -4% | -$41.3K | 0.26% | 64 |
|
|
2023
Q2 | $1.06M | Buy |
18,686
+6
| +0% | +$341 | 0.26% | 65 |
|
|
2023
Q1 | $988K | Sell |
18,680
-393
| -2% | -$20.8K | 0.25% | 69 |
|
|
2022
Q4 | $951K | Buy |
19,073
+81
| +0.4% | +$4.04K | 0.25% | 71 |
|
|
2022
Q3 | $835K | Buy |
18,992
+502
| +3% | +$22.1K | 0.23% | 67 |
|
|
2022
Q2 | $900K | Buy |
18,490
+2,115
| +13% | +$103K | 0.24% | 68 |
|
|
2022
Q1 | $907K | Buy |
16,375
+11,200
| +216% | +$620K | 0.19% | 77 |
|
|
2021
Q4 | $271K | Buy |
+5,175
| New | +$271K | 0.05% | 119 |
|