Hunter Associates Investment Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,199
| Closed | -$261K | – | 263 |
|
|
2024
Q3 | $261K | Buy |
+2,199
| New | +$261K | 0.04% | 224 |
|
|
2024
Q2 | – | Sell |
-10,700
| Closed | -$858K | – | 255 |
|
|
2024
Q1 | $858K | Hold |
10,700
| – | – | 0.14% | 136 |
|
|
2023
Q4 | $748K | Hold |
10,700
| – | – | 0.14% | 139 |
|
|
2023
Q3 | $638K | Sell |
10,700
-200
| -2% | -$11.9K | 0.13% | 142 |
|
|
2023
Q2 | $618K | Hold |
10,900
| – | – | 0.12% | 149 |
|
|
2023
Q1 | $578K | Hold |
10,900
| – | – | 0.12% | 135 |
|
|
2022
Q4 | $542K | Hold |
10,900
| – | – | 0.13% | 131 |
|
|
2022
Q3 | $477K | Hold |
10,900
| – | – | 0.12% | 134 |
|
|
2022
Q2 | $531K | Buy |
10,900
+6,900
| +173% | +$336K | 0.13% | 125 |
|
|
2022
Q1 | $222K | Hold |
4,000
| – | – | 0.07% | 126 |
|
|
2021
Q4 | $209K | Buy |
+4,000
| New | +$209K | 0.06% | 141 |
|
|
2021
Q2 | – | Sell |
-10,999
| Closed | -$407K | – | 168 |
|
|
2021
Q1 | $407K | Buy |
10,999
+3,800
| +53% | +$141K | 0.09% | 144 |
|
|
2020
Q4 | $212K | Buy |
+7,199
| New | +$212K | 0.05% | 183 |
|
|
2020
Q2 | – | Sell |
-25,349
| Closed | -$603K | – | 179 |
|
|
2020
Q1 | $603K | Sell |
25,349
-1,350
| -5% | -$32.1K | 0.23% | 83 |
|
|
2019
Q4 | $851K | Sell |
26,699
-100
| -0.4% | -$3.19K | 0.26% | 75 |
|
|
2019
Q3 | $868K | Sell |
26,799
-1,350
| -5% | -$43.7K | 0.3% | 72 |
|
|
2019
Q2 | $881K | Buy |
28,149
+3,700
| +15% | +$116K | 0.3% | 69 |
|
|
2019
Q1 | $867K | Buy |
24,449
+3,350
| +16% | +$119K | 0.3% | 70 |
|
|
2018
Q4 | $684K | Sell |
21,099
-600
| -3% | -$19.5K | 0.28% | 78 |
|
|
2018
Q3 | $749K | Hold |
21,699
| – | – | 0.26% | 81 |
|
|
2018
Q2 | $760K | Buy |
21,699
+3,800
| +21% | +$133K | 0.27% | 79 |
|
|
2018
Q1 | $588K | Buy |
17,899
+3,500
| +24% | +$115K | 0.22% | 87 |
|
|
2017
Q4 | $543K | Buy |
14,399
+1,000
| +7% | +$37.7K | 0.2% | 95 |
|
|
2017
Q3 | $521K | Hold |
13,399
| – | – | 0.2% | 91 |
|
|
2017
Q2 | $460K | Buy |
13,399
+3,100
| +30% | +$106K | 0.19% | 98 |
|
|
2017
Q1 | $367K | Buy |
+10,299
| New | +$367K | 0.15% | 117 |
|