Heritage 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 | $2.17M | Sell |
21,175
-328
| -2% | -$33.6K | 0.25% | 100 |
|
|
2025
Q1 | $1.85M | Sell |
21,503
-652
| -3% | -$56.1K | 0.22% | 112 |
|
|
2024
Q4 | $2.33M | Buy |
+22,155
| New | +$2.33M | 0.27% | 91 |
|
|
2024
Q2 | $2.03M | Sell |
22,639
-238
| -1% | -$21.3K | 0.27% | 96 |
|
|
2024
Q1 | $1.83M | Buy |
22,877
+400
| +2% | +$32.1K | 0.25% | 104 |
|
|
2023
Q4 | $1.57M | Buy |
22,477
+817
| +4% | +$57.2K | 0.22% | 109 |
|
|
2023
Q3 | $1.29M | Buy |
21,660
+30
| +0.1% | +$1.78K | 0.2% | 111 |
|
|
2023
Q2 | $1.23M | Buy |
21,630
+2,265
| +12% | +$129K | 0.18% | 120 |
|
|
2023
Q1 | $1.02M | Buy |
19,365
+2,869
| +17% | +$152K | 0.16% | 127 |
|
|
2022
Q4 | $822K | Buy |
+16,496
| New | +$822K | 0.13% | 141 |
|