First Trust Advisors’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 | $5.92M | Sell |
57,703
-94,007
| -62% | -$9.64M | ﹤0.01% | 1279 |
|
|
2025
Q1 | $13.1M | Sell |
151,710
-67,548
| -31% | -$5.81M | 0.01% | 982 |
|
|
2024
Q4 | $23M | Sell |
219,258
-31,598
| -13% | -$3.32M | 0.02% | 803 |
|
|
2024
Q3 | $29.8M | Buy |
250,856
+43,087
| +21% | +$5.12M | 0.03% | 662 |
|
|
2024
Q2 | $18.6M | Sell |
207,769
-27,124
| -12% | -$2.43M | 0.02% | 815 |
|
|
2024
Q1 | $18.8M | Sell |
234,893
-14,095
| -6% | -$1.13M | 0.02% | 820 |
|
|
2023
Q4 | $17.4M | Buy |
248,988
+26,378
| +12% | +$1.85M | 0.02% | 818 |
|
|
2023
Q3 | $13.2M | Sell |
222,610
-38,092
| -15% | -$2.26M | 0.02% | 900 |
|
|
2023
Q2 | $14.8M | Sell |
260,702
-33,201
| -11% | -$1.89M | 0.02% | 882 |
|
|
2023
Q1 | $15.6M | Buy |
293,903
+63,715
| +28% | +$3.37M | 0.02% | 834 |
|
|
2022
Q4 | $11.5M | Buy |
230,188
+47,492
| +26% | +$2.37M | 0.01% | 922 |
|
|
2022
Q3 | $8.03M | Sell |
182,696
-119,022
| -39% | -$5.23M | 0.01% | 1011 |
|
|
2022
Q2 | $14.7M | Buy |
301,718
+123,630
| +69% | +$6.02M | 0.02% | 815 |
|
|
2022
Q1 | $9.87M | Sell |
178,088
-170,679
| -49% | -$9.46M | 0.01% | 1057 |
|
|
2021
Q4 | $18.3M | Buy |
348,767
+57,692
| +20% | +$3.02M | 0.02% | 879 |
|
|
2021
Q3 | $12.6M | Buy |
291,075
+165,117
| +131% | +$7.17M | 0.01% | 937 |
|
|
2021
Q2 | $5.33M | Buy |
125,958
+75,355
| +149% | +$3.19M | 0.01% | 1318 |
|
|
2021
Q1 | $1.87M | Sell |
50,603
-19,484
| -28% | -$721K | ﹤0.01% | 1748 |
|
|
2020
Q4 | $2.07M | Sell |
70,087
-65,698
| -48% | -$1.94M | ﹤0.01% | 1562 |
|
|
2020
Q3 | $3.64M | Buy |
135,785
+57,178
| +73% | +$1.53M | 0.01% | 1084 |
|
|
2020
Q2 | $2.05M | Sell |
78,607
-22,245
| -22% | -$581K | ﹤0.01% | 1360 |
|
|
2020
Q1 | $2.4M | Sell |
100,852
-121,170
| -55% | -$2.88M | 0.01% | 1187 |
|
|
2019
Q4 | $7.08M | Buy |
222,022
+54,676
| +33% | +$1.74M | 0.01% | 959 |
|
|
2019
Q3 | $5.42M | Buy |
167,346
+465
| +0.3% | +$15.1K | 0.01% | 1021 |
|
|
2019
Q2 | $5.22M | Sell |
166,881
-18,662
| -10% | -$584K | 0.01% | 1050 |
|
|
2019
Q1 | $6.58M | Buy |
185,543
+117,825
| +174% | +$4.18M | 0.01% | 908 |
|
|
2018
Q4 | $2.2M | Sell |
67,718
-49,721
| -42% | -$1.61M | 0.01% | 1426 |
|
|
2018
Q3 | $4.05M | Sell |
117,439
-439
| -0.4% | -$15.2K | 0.01% | 1257 |
|
|
2018
Q2 | $4.13M | Sell |
117,878
-166,695
| -59% | -$5.84M | 0.01% | 1193 |
|
|
2018
Q1 | $9.35M | Sell |
284,573
-133,096
| -32% | -$4.37M | 0.02% | 784 |
|
|
2017
Q4 | $15.8M | Buy |
417,669
+280,782
| +205% | +$10.6M | 0.04% | 617 |
|
|
2017
Q3 | $5.33M | Buy |
136,887
+21,779
| +19% | +$847K | 0.01% | 1008 |
|
|
2017
Q2 | $3.96M | Buy |
115,108
+44,534
| +63% | +$1.53M | 0.01% | 1113 |
|
|
2017
Q1 | $2.52M | Sell |
70,574
-47,432
| -40% | -$1.69M | 0.01% | 1352 |
|
|
2016
Q4 | $3.83M | Sell |
118,006
-174,752
| -60% | -$5.68M | 0.01% | 1105 |
|
|
2016
Q3 | $11M | Buy |
292,758
+114,784
| +64% | +$4.31M | 0.03% | 696 |
|
|
2016
Q2 | $7.09M | Buy |
177,974
+116,893
| +191% | +$4.66M | 0.02% | 808 |
|
|
2016
Q1 | $2.07M | Sell |
61,081
-103,401
| -63% | -$3.51M | 0.01% | 1284 |
|
|
2015
Q4 | $4.44M | Buy |
164,482
+53,506
| +48% | +$1.45M | 0.01% | 1013 |
|
|
2015
Q3 | $3.44M | Sell |
110,976
-143,494
| -56% | -$4.45M | 0.01% | 1116 |
|
|
2015
Q2 | $7.89M | Sell |
254,470
-145,775
| -36% | -$4.52M | 0.02% | 872 |
|
|
2015
Q1 | $14.6M | Buy |
400,245
+159,386
| +66% | +$5.81M | 0.04% | 549 |
|
|
2014
Q4 | $9.31M | Sell |
240,859
-367,063
| -60% | -$14.2M | 0.03% | 743 |
|
|
2014
Q3 | $19.8M | Buy |
+607,922
| New | +$19.8M | 0.08% | 362 |
|
|
2013
Q3 | – | Sell |
-21,761
| Closed | -$535K | – | 2280 |
|
|
2013
Q2 | $535K | Buy |
+21,761
| New | +$535K | ﹤0.01% | 1776 |
|