Heartland Bank & 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 | – | Sell |
-9,492
| Closed | -$817K | – | 172 |
|
|
2025
Q1 | $817K | Buy |
9,492
+1,353
| +17% | +$116K | 0.42% | 55 |
|
|
2024
Q4 | $855K | Sell |
8,139
-267
| -3% | -$28.1K | 0.46% | 44 |
|
|
2024
Q3 | $999K | Sell |
8,406
-275
| -3% | -$32.7K | 0.54% | 38 |
|
|
2024
Q2 | $778K | Buy |
8,681
+68
| +0.8% | +$6.09K | 0.44% | 46 |
|
|
2024
Q1 | $691K | Sell |
8,613
-25
| -0.3% | -$2.01K | 0.4% | 62 |
|
|
2023
Q4 | $604K | Buy |
8,638
+83
| +1% | +$5.81K | 0.42% | 70 |
|
|
2023
Q3 | $509K | Buy |
8,555
+15
| +0.2% | +$892 | 0.4% | 74 |
|
|
2023
Q2 | $485K | Sell |
8,540
-788
| -8% | -$44.8K | 0.38% | 81 |
|
|
2023
Q1 | $494K | Buy |
9,328
+509
| +6% | +$26.9K | 0.37% | 84 |
|
|
2022
Q4 | $440K | Sell |
8,819
-515
| -6% | -$25.7K | 0.32% | 92 |
|
|
2022
Q3 | $410K | Sell |
9,334
-146
| -2% | -$6.41K | 0.39% | 80 |
|
|
2022
Q2 | $461K | Buy |
9,480
+86
| +0.9% | +$4.18K | 0.41% | 82 |
|
|
2022
Q1 | $521K | Buy |
+9,394
| New | +$521K | 0.39% | 86 |
|