First National Trust’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 | $5.61M | Sell |
54,706
-5,494
| -9% | -$564K | 0.21% | 104 |
|
|
2025
Q1 | $5.18M | Sell |
60,200
-4,579
| -7% | -$394K | 0.21% | 105 |
|
|
2024
Q4 | $6.81M | Sell |
64,779
-3,858
| -6% | -$406K | 0.26% | 90 |
|
|
2024
Q3 | $8.16M | Sell |
68,637
-6,142
| -8% | -$730K | 0.32% | 75 |
|
|
2024
Q2 | $6.7M | Sell |
74,779
-32,455
| -30% | -$2.91M | 0.28% | 83 |
|
|
2024
Q1 | $8.6M | Buy |
107,234
+978
| +0.9% | +$78.4K | 0.35% | 70 |
|
|
2023
Q4 | $7.44M | Sell |
106,256
-5,208
| -5% | -$364K | 0.33% | 77 |
|
|
2023
Q3 | $6.63M | Buy |
111,464
+6,443
| +6% | +$383K | 0.32% | 81 |
|
|
2023
Q2 | $5.97M | Buy |
105,021
+88,870
| +550% | +$5.05M | 0.28% | 94 |
|
|
2023
Q1 | $855K | Buy |
16,151
+94
| +0.6% | +$4.97K | 0.05% | 215 |
|
|
2022
Q4 | $800K | Hold |
16,057
| – | – | 0.04% | 211 |
|
|
2022
Q3 | $706K | Hold |
16,057
| – | – | 0.04% | 219 |
|
|
2022
Q2 | $782K | Hold |
16,057
| – | – | 0.04% | 213 |
|
|
2022
Q1 | $890K | Sell |
16,057
-50
| -0.3% | -$2.77K | 0.05% | 217 |
|
|
2021
Q4 | $842K | Buy |
16,107
+50
| +0.3% | +$2.61K | 0.04% | 224 |
|
|
2021
Q3 | $698K | Buy |
16,057
+304
| +2% | +$13.2K | 0.04% | 227 |
|
|
2021
Q2 | $666K | Buy |
15,753
+165
| +1% | +$6.98K | 0.04% | 225 |
|
|
2021
Q1 | $577K | Buy |
15,588
+3,497
| +29% | +$129K | 0.04% | 233 |
|
|
2020
Q4 | $356K | Buy |
+12,091
| New | +$356K | 0.02% | 262 |
|