KCPG
Kavar Capital Partners Group’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Hold |
4,150
| – | – | 0.06% | 135 |
|
|
2025
Q1 | $357K | Hold |
4,150
| – | – | 0.06% | 131 |
|
|
2024
Q4 | $436K | Hold |
4,150
| – | – | 0.07% | 120 |
|
|
2024
Q3 | $493K | Hold |
4,150
| – | – | 0.08% | 120 |
|
|
2024
Q2 | $372K | Hold |
4,150
| – | – | 0.07% | 124 |
|
|
2024
Q1 | $333K | Sell |
4,150
-4,150
| -50% | -$333K | 0.06% | 127 |
|
|
2023
Q4 | $581K | Buy |
8,300
+4,150
| +100% | +$290K | 0.06% | 125 |
|
|
2023
Q3 | $247K | Hold |
4,150
| – | – | 0.05% | 136 |
|
|
2023
Q2 | $236K | Sell |
4,150
-20,668
| -83% | -$1.17M | 0.05% | 127 |
|
|
2023
Q1 | $1.31M | Sell |
24,818
-1,920
| -7% | -$102K | 0.28% | 78 |
|
|
2022
Q4 | $1.33M | Sell |
26,738
-2,735
| -9% | -$136K | 0.31% | 74 |
|
|
2022
Q3 | $1.3M | Sell |
29,473
-1,275
| -4% | -$56.1K | 0.33% | 73 |
|
|
2022
Q2 | $1.5M | Sell |
30,748
-1,200
| -4% | -$58.4K | 0.35% | 71 |
|
|
2022
Q1 | $1.77M | Sell |
31,948
-1,675
| -5% | -$92.8K | 0.38% | 69 |
|
|
2021
Q4 | $1.76M | Sell |
33,623
-675
| -2% | -$35.3K | 0.37% | 72 |
|
|
2021
Q3 | $1.49M | Hold |
34,298
| – | – | 0.34% | 75 |
|
|
2021
Q2 | $1.45M | Sell |
34,298
-24,130
| -41% | -$1.02M | 0.35% | 77 |
|
|
2021
Q1 | $2.16M | Buy |
58,428
+10,513
| +22% | +$389K | 0.58% | 54 |
|
|
2020
Q4 | $1.41M | Buy |
47,915
+1,650
| +4% | +$48.7K | 0.41% | 63 |
|
|
2020
Q3 | $1.24M | Buy |
46,265
+240
| +0.5% | +$6.43K | 0.42% | 64 |
|
|
2020
Q2 | $1.2M | Sell |
46,025
-750
| -2% | -$19.6K | 0.46% | 62 |
|
|
2020
Q1 | $1.11M | Buy |
46,775
+3,725
| +9% | +$88.6K | 0.53% | 61 |
|
|
2019
Q4 | $1.37M | Sell |
43,050
-1,550
| -3% | -$49.4K | 0.51% | 63 |
|
|
2019
Q3 | $1.45M | Buy |
44,600
+2,900
| +7% | +$94K | 0.56% | 61 |
|
|
2019
Q2 | $1.31M | Buy |
41,700
+11,700
| +39% | +$366K | 0.51% | 62 |
|
|
2019
Q1 | $1.06M | Hold |
30,000
| – | – | 0.47% | 65 |
|
|
2018
Q4 | $972K | Buy |
30,000
+3,850
| +15% | +$125K | 0.52% | 64 |
|
|
2018
Q3 | $903K | Buy |
26,150
+5,100
| +24% | +$176K | 0.45% | 65 |
|
|
2018
Q2 | $737K | Buy |
21,050
+4,800
| +30% | +$168K | 0.37% | 67 |
|
|
2018
Q1 | $534K | Buy |
16,250
+8,950
| +123% | +$294K | 0.28% | 73 |
|
|
2017
Q4 | $275K | Buy |
+7,300
| New | +$275K | 0.15% | 90 |
|