Jacobi Capital Management’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 | $334K | Buy |
3,260
+119
| +4% | +$12.2K | 0.02% | 475 |
|
|
2025
Q1 | $270K | Buy |
3,141
+3
| +0.1% | +$258 | 0.02% | 497 |
|
|
2024
Q4 | $330K | Sell |
3,138
-162
| -5% | -$17K | 0.02% | 450 |
|
|
2024
Q3 | $392K | Buy |
3,300
+3
| +0.1% | +$357 | 0.03% | 401 |
|
|
2024
Q2 | $295K | Buy |
3,297
+4
| +0.1% | +$358 | 0.03% | 417 |
|
|
2024
Q1 | $264K | Buy |
3,293
+5
| +0.2% | +$401 | 0.02% | 420 |
|
|
2023
Q4 | $230K | Buy |
+3,288
| New | +$230K | 0.02% | 425 |
|
|
2021
Q4 | – | Sell |
-1,327
| Closed | -$58K | – | 846 |
|
|
2021
Q3 | $58K | Buy |
1,327
+162
| +14% | +$7.08K | 0.01% | 620 |
|
|
2021
Q2 | $49K | Buy |
1,165
+2
| +0.2% | +$84 | 0.01% | 628 |
|
|
2021
Q1 | $43K | Buy |
1,163
+3
| +0.3% | +$111 | 0.01% | 609 |
|
|
2020
Q4 | $34K | Buy |
1,160
+3
| +0.3% | +$88 | 0.01% | 606 |
|
|
2020
Q3 | $31K | Sell |
1,157
-447
| -28% | -$12K | 0.01% | 580 |
|
|
2020
Q2 | $42K | Sell |
1,604
-125
| -7% | -$3.27K | 0.01% | 508 |
|
|
2020
Q1 | $41K | Buy |
1,729
+18
| +1% | +$427 | 0.01% | 460 |
|
|
2019
Q4 | $55K | Buy |
1,711
+328
| +24% | +$10.5K | 0.01% | 456 |
|
|
2019
Q3 | $45K | Buy |
1,383
+69
| +5% | +$2.25K | 0.01% | 479 |
|
|
2019
Q2 | $41K | Buy |
1,314
+207
| +19% | +$6.46K | 0.01% | 480 |
|
|
2019
Q1 | $39K | Buy |
1,107
+207
| +23% | +$7.29K | 0.01% | 452 |
|
|
2018
Q4 | $29K | Buy |
900
+300
| +50% | +$9.67K | 0.01% | 465 |
|
|
2018
Q3 | $21K | Buy |
600
+400
| +200% | +$14K | 0.01% | 568 |
|
|
2018
Q2 | $7K | Buy |
+200
| New | +$7K | ﹤0.01% | 763 |
|