Greenleaf 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 | $835K | Buy |
8,142
+774
| +11% | +$79.4K | 0.01% | 360 |
|
|
2025
Q1 | $634K | Sell |
7,368
-183
| -2% | -$15.7K | 0.01% | 436 |
|
|
2024
Q4 | $794K | Buy |
7,551
+165
| +2% | +$17.3K | 0.01% | 387 |
|
|
2024
Q3 | $878K | Buy |
7,386
+230
| +3% | +$27.3K | 0.01% | 366 |
|
|
2024
Q2 | $641K | Sell |
7,156
-1
| -0% | -$90 | 0.01% | 412 |
|
|
2024
Q1 | $574K | Sell |
7,157
-37
| -0.5% | -$2.97K | 0.01% | 437 |
|
|
2023
Q4 | $503K | Buy |
7,194
+370
| +5% | +$25.9K | 0.01% | 460 |
|
|
2023
Q3 | $406K | Sell |
6,824
-277
| -4% | -$16.5K | ﹤0.01% | 499 |
|
|
2023
Q2 | $403K | Sell |
7,101
-342
| -5% | -$19.4K | ﹤0.01% | 504 |
|
|
2023
Q1 | $394K | Sell |
7,443
-13
| -0.2% | -$688 | ﹤0.01% | 521 |
|
|
2022
Q4 | $372K | Buy |
7,456
+742
| +11% | +$37K | ﹤0.01% | 515 |
|
|
2022
Q3 | $295K | Buy |
6,714
+185
| +3% | +$8.13K | ﹤0.01% | 541 |
|
|
2022
Q2 | $318K | Buy |
6,529
+885
| +16% | +$43.1K | ﹤0.01% | 530 |
|
|
2022
Q1 | $313K | Buy |
5,644
+215
| +4% | +$11.9K | ﹤0.01% | 577 |
|
|
2021
Q4 | $284K | Sell |
5,429
-112
| -2% | -$5.86K | ﹤0.01% | 617 |
|
|
2021
Q3 | $241K | Buy |
5,541
+357
| +7% | +$15.5K | ﹤0.01% | 652 |
|
|
2021
Q2 | $219K | Buy |
+5,184
| New | +$219K | ﹤0.01% | 676 |
|