Foster & Motley’s Iron Mountain IRM Stock Holding History

Foster & Motley’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$340K	Sell	3,318 -57	-2%	-$5.84K	0.02%	332
2025 Q1	$290K	Sell	3,375 -25	-0.7%	-$2.15K	0.02%	335
2024 Q4	$357K	Sell	3,400 -320	-9%	-$33.6K	0.02%	313
2024 Q3	$442K	Sell	3,720 -897	-19%	-$107K	0.03%	294
2024 Q2	$414K	Sell	4,617 -539	-10%	-$48.3K	0.03%	290
2024 Q1	$414K	Sell	5,156 -1,671	-24%	-$134K	0.03%	285
2023 Q4	$478K	Sell	6,827 -5,113	-43%	-$358K	0.04%	268
2023 Q3	$710K	Sell	11,940 -17,975	-60%	-$1.07M	0.06%	230
2023 Q2	$1.7M	Buy	29,915 +5,660	+23%	+$322K	0.13%	170
2023 Q1	$1.28M	Buy	24,255 +5,182	+27%	+$274K	0.1%	188
2022 Q4	$951K	Buy	19,073 +5,619	+42%	+$280K	0.08%	222
2022 Q3	$592K	Buy	13,454 +1,502	+13%	+$66.1K	0.06%	235
2022 Q2	$582K	Sell	11,952 -201	-2%	-$9.79K	0.05%	241
2022 Q1	$673K	Sell	12,153 -1,596	-12%	-$88.4K	0.05%	239
2021 Q4	$719K	Sell	13,749 -2,248	-14%	-$118K	0.06%	219
2021 Q3	$695K	Sell	15,997 -3,390	-17%	-$147K	0.06%	210
2021 Q2	$820K	Sell	19,387 -11,910	-38%	-$504K	0.07%	196
2021 Q1	$1.16M	Sell	31,297 -4,426	-12%	-$164K	0.1%	167
2020 Q4	$1.05M	Sell	35,723 -2,721	-7%	-$80.2K	0.1%	168
2020 Q3	$1.03M	Sell	38,444 -5,903	-13%	-$158K	0.12%	151
2020 Q2	$1.16M	Sell	44,347 -16,371	-27%	-$427K	0.14%	135
2020 Q1	$1.45M	Sell	60,718 -9,359	-13%	-$223K	0.22%	114
2019 Q4	$2.23M	Sell	70,077 -2,664	-4%	-$84.9K	0.28%	101
2019 Q3	$2.36M	Sell	72,741 -12,093	-14%	-$392K	0.32%	92
2019 Q2	$2.66M	Buy	84,834 +8,596	+11%	+$269K	0.37%	82
2019 Q1	$2.7M	Sell	76,238 -12,663	-14%	-$449K	0.39%	74
2018 Q4	$2.88M	Sell	88,901 -13,018	-13%	-$422K	0.46%	66
2018 Q3	$3.52M	Sell	101,919 -3,130	-3%	-$108K	0.53%	57
2018 Q2	$3.68M	Buy	105,049 +15,176	+17%	+$531K	0.59%	51
2018 Q1	$2.95M	Buy	89,873 +38,963	+77%	+$1.28M	0.48%	58
2017 Q4	$1.92M	Buy	+50,910	New	+$1.92M	0.31%	93