Franklin Resources’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 | $15.3M | Buy |
149,307
+26,468
| +22% | +$2.71M | ﹤0.01% | 1004 |
|
2025
Q1 | $10.6M | Sell |
122,839
-2,077
| -2% | -$179K | ﹤0.01% | 1077 |
|
2024
Q4 | $13.1M | Buy |
124,916
+3,707
| +3% | +$390K | ﹤0.01% | 1035 |
|
2024
Q3 | $14.7M | Sell |
121,209
-36,472
| -23% | -$4.42M | ﹤0.01% | 990 |
|
2024
Q2 | $14.1M | Buy |
157,681
+37,493
| +31% | +$3.36M | ﹤0.01% | 965 |
|
2024
Q1 | $9.64M | Buy |
120,188
+72,092
| +150% | +$5.78M | ﹤0.01% | 1085 |
|
2023
Q4 | $3.36M | Sell |
48,096
-26,976
| -36% | -$1.88M | ﹤0.01% | 1224 |
|
2023
Q3 | $4.46M | Buy |
75,072
+21,749
| +41% | +$1.29M | ﹤0.01% | 1120 |
|
2023
Q2 | $3.03M | Buy |
53,323
+2,329
| +5% | +$132K | ﹤0.01% | 1279 |
|
2023
Q1 | $2.7M | Sell |
50,994
-5,190
| -9% | -$275K | ﹤0.01% | 1280 |
|
2022
Q4 | $2.8M | Sell |
56,184
-491
| -0.9% | -$24.5K | ﹤0.01% | 1282 |
|
2022
Q3 | $2.49M | Sell |
56,675
-4,748
| -8% | -$209K | ﹤0.01% | 1269 |
|
2022
Q2 | $2.99M | Sell |
61,423
-6,116
| -9% | -$298K | ﹤0.01% | 1246 |
|
2022
Q1 | $3.74M | Sell |
67,539
-8,347
| -11% | -$463K | ﹤0.01% | 1231 |
|
2021
Q4 | $3.97M | Sell |
75,886
-30,917
| -29% | -$1.62M | ﹤0.01% | 1289 |
|
2021
Q3 | $4.64M | Buy |
106,803
+99,062
| +1,280% | +$4.3M | ﹤0.01% | 1214 |
|
2021
Q2 | $328K | Sell |
7,741
-21,506
| -74% | -$911K | ﹤0.01% | 1697 |
|
2021
Q1 | $1.08M | Buy |
29,247
+18,768
| +179% | +$694K | ﹤0.01% | 1459 |
|
2020
Q4 | $310K | Buy |
10,479
+1,000
| +11% | +$29.6K | ﹤0.01% | 1629 |
|
2020
Q3 | $254K | Buy |
+9,479
| New | +$254K | ﹤0.01% | 1607 |
|
2020
Q1 | – | Sell |
-7,422
| Closed | -$237K | – | 1513 |
|
2019
Q4 | $237K | Buy |
7,422
+811
| +12% | +$25.9K | ﹤0.01% | 1458 |
|
2019
Q3 | $214K | Sell |
6,611
-1,764
| -21% | -$57.1K | ﹤0.01% | 1465 |
|
2019
Q2 | $262K | Sell |
8,375
-324
| -4% | -$10.1K | ﹤0.01% | 1470 |
|
2019
Q1 | $308K | Sell |
8,699
-106,514
| -92% | -$3.77M | ﹤0.01% | 1402 |
|
2018
Q4 | $3.73M | Sell |
115,213
-40,704
| -26% | -$1.32M | ﹤0.01% | 1036 |
|
2018
Q3 | $5.38M | Sell |
155,917
-3,400
| -2% | -$117K | ﹤0.01% | 1045 |
|
2018
Q2 | $5.58M | Buy |
159,317
+3,199
| +2% | +$112K | ﹤0.01% | 1022 |
|
2018
Q1 | $5.13M | Sell |
156,118
-9,100
| -6% | -$299K | ﹤0.01% | 1040 |
|
2017
Q4 | $6.23M | Buy |
165,218
+158,956
| +2,538% | +$6M | ﹤0.01% | 1032 |
|
2017
Q3 | $244K | Hold |
6,262
| – | – | ﹤0.01% | 1434 |
|
2017
Q2 | $215K | Hold |
6,262
| – | – | ﹤0.01% | 1462 |
|
2017
Q1 | $223K | Hold |
6,262
| – | – | ﹤0.01% | 1447 |
|
2016
Q4 | $203K | Sell |
6,262
-422
| -6% | -$13.7K | ﹤0.01% | 1444 |
|
2016
Q3 | $251K | Sell |
6,684
-566
| -8% | -$21.3K | ﹤0.01% | 1453 |
|
2016
Q2 | $288K | Buy |
7,250
+360
| +5% | +$14.3K | ﹤0.01% | 1444 |
|
2016
Q1 | $234K | Buy |
+6,890
| New | +$234K | ﹤0.01% | 1474 |
|
2015
Q4 | – | Sell |
-7,190
| Closed | -$223K | – | 1582 |
|
2015
Q3 | $223K | Sell |
7,190
-1,400
| -16% | -$43.4K | ﹤0.01% | 1540 |
|
2015
Q2 | $266K | Sell |
8,590
-4,000
| -32% | -$124K | ﹤0.01% | 1528 |
|
2015
Q1 | $459K | Sell |
12,590
-600
| -5% | -$21.9K | ﹤0.01% | 1458 |
|
2014
Q4 | $510K | Buy |
13,190
+575
| +5% | +$22.2K | ﹤0.01% | 1449 |
|
2014
Q3 | $412K | Buy |
+12,615
| New | +$412K | ﹤0.01% | 1457 |
|