Glenmede 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
Q1 | $759K | Buy |
8,819
+1,750
| +25% | +$151K | ﹤0.01% | 775 |
|
2024
Q4 | $743K | Buy |
7,069
+256
| +4% | +$26.9K | ﹤0.01% | 809 |
|
2024
Q3 | $810K | Buy |
6,813
+7
| +0.1% | +$832 | ﹤0.01% | 787 |
|
2024
Q2 | $610K | Sell |
6,806
-37
| -0.5% | -$3.32K | ﹤0.01% | 833 |
|
2024
Q1 | $549K | Sell |
6,843
-69
| -1% | -$5.53K | ﹤0.01% | 901 |
|
2023
Q4 | $484K | Buy |
6,912
+245
| +4% | +$17.1K | ﹤0.01% | 904 |
|
2023
Q3 | $396K | Sell |
6,667
-1,043
| -14% | -$62K | ﹤0.01% | 909 |
|
2023
Q2 | $408K | Hold |
7,710
| – | – | ﹤0.01% | 892 |
|
2023
Q1 | $408K | Sell |
7,710
-231
| -3% | -$12.2K | ﹤0.01% | 897 |
|
2022
Q4 | $396K | Buy |
7,941
+1,559
| +24% | +$77.7K | ﹤0.01% | 898 |
|
2022
Q3 | $280K | Buy |
6,382
+847
| +15% | +$37.2K | ﹤0.01% | 987 |
|
2022
Q2 | $268K | Sell |
5,535
-982
| -15% | -$47.5K | ﹤0.01% | 1031 |
|
2022
Q1 | $360K | Sell |
6,517
-304
| -4% | -$16.8K | ﹤0.01% | 991 |
|
2021
Q4 | $356K | Buy |
6,821
+1,128
| +20% | +$58.9K | ﹤0.01% | 1007 |
|
2021
Q3 | $247K | Sell |
5,693
-229
| -4% | -$9.94K | ﹤0.01% | 1085 |
|
2021
Q2 | $249K | Buy |
5,922
+433
| +8% | +$18.2K | ﹤0.01% | 1078 |
|
2021
Q1 | $203K | Buy |
+5,489
| New | +$203K | ﹤0.01% | 1062 |
|
2020
Q4 | – | Sell |
-4,905
| Closed | -$131K | – | 1717 |
|
2020
Q3 | $131K | Buy |
4,905
+467
| +11% | +$12.5K | ﹤0.01% | 1104 |
|
2020
Q2 | $115K | Sell |
4,438
-878
| -17% | -$22.8K | ﹤0.01% | 1126 |
|
2020
Q1 | $168K | Hold |
5,316
| – | – | ﹤0.01% | 1251 |
|
2019
Q4 | $168K | Buy |
5,316
+697
| +15% | +$22K | ﹤0.01% | 1251 |
|
2019
Q3 | $148 | Buy |
4,619
+188
| +4% | +$6 | ﹤0.01% | 1269 |
|
2019
Q2 | $138 | Sell |
4,431
-2
| -0% | – | ﹤0.01% | 1301 |
|
2019
Q1 | $156 | Hold |
4,433
| – | – | ﹤0.01% | 1262 |
|
2018
Q4 | $142 | Buy |
4,433
+259
| +6% | +$8 | ﹤0.01% | 1231 |
|
2018
Q3 | $143K | Sell |
4,174
-108
| -3% | -$3.7K | ﹤0.01% | 1238 |
|
2018
Q2 | $150K | Buy |
4,282
+33
| +0.8% | +$1.16K | ﹤0.01% | 1146 |
|
2018
Q1 | $159K | Hold |
4,249
| – | – | ﹤0.01% | 1254 |
|
2017
Q4 | $159K | Hold |
4,249
| – | – | ﹤0.01% | 1254 |
|
2017
Q3 | $164K | Hold |
4,249
| – | – | ﹤0.01% | 1292 |
|
2017
Q2 | $151K | Hold |
4,249
| – | – | ﹤0.01% | 1283 |
|
2017
Q1 | $151K | Buy |
4,249
+4,208
| +10,263% | +$150K | ﹤0.01% | 1283 |
|
2016
Q4 | $1K | Sell |
41
-72
| -64% | -$1.76K | ﹤0.01% | 2409 |
|
2016
Q3 | $4K | Buy |
113
+26
| +30% | +$920 | ﹤0.01% | 2302 |
|
2016
Q2 | $3K | Buy |
87
+41
| +89% | +$1.41K | ﹤0.01% | 2326 |
|
2016
Q1 | $1K | Buy |
+46
| New | +$1K | ﹤0.01% | 2508 |
|
2014
Q4 | – | Sell |
-35,160
| Closed | -$1.15M | – | 2566 |
|
2014
Q3 | $1.15M | Buy |
+35,160
| New | +$1.15M | 0.01% | 652 |
|