Kavar Capital Partners Group’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$270K Sell
2,642
-508
-16% -$50.5K 0.03% 179
2025
Q4
$263K Sell
3,150
-500
-14% -$46.8K 0.04% 159
2025
Q3
$372K Sell
3,650
-500
-12% -$48.2K 0.05% 138
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% -$300K 0.06% 127
2023
Q4
$581K Buy
8,300
+4,150
+100% +$260K 0.06% 125
2023
Q3
$247K Hold
4,150
0.05% 136
2023
Q2
$236K Sell
4,150
-20,668
-83% -$1.13M 0.05% 127
2023
Q1
$1.31M Sell
24,818
-1,920
-7% -$101K 0.28% 78
2022
Q4
$1.33M Sell
26,738
-2,735
-9% -$138K 0.31% 74
2022
Q3
$1.3M Sell
29,473
-1,275
-4% -$64.4K 0.33% 73
2022
Q2
$1.5M Sell
30,748
-1,200
-4% -$63.1K 0.35% 71
2022
Q1
$1.77M Sell
31,948
-1,675
-5% -$79.8K 0.38% 69
2021
Q4
$1.76M Sell
33,623
-675
-2% -$31.9K 0.37% 72
2021
Q3
$1.49M Hold
34,298
0.34% 75
2021
Q2
$1.45M Sell
34,298
-24,130
-41% -$1.01M 0.35% 77
2021
Q1
$2.16M Buy
58,428
+10,513
+22% +$351K 0.58% 54
2020
Q4
$1.41M Buy
47,915
+1,650
+4% +$45.8K 0.41% 63
2020
Q3
$1.24M Buy
46,265
+240
+0.5% +$6.83K 0.42% 64
2020
Q2
$1.2M Sell
46,025
-750
-2% -$18.9K 0.46% 62
2020
Q1
$1.11M Buy
46,775
+3,725
+9% +$113K 0.53% 61
2019
Q4
$1.37M Sell
43,050
-1,550
-3% -$50.8K 0.51% 63
2019
Q3
$1.45M Buy
44,600
+2,900
+7% +$91.1K 0.56% 61
2019
Q2
$1.3M Buy
41,700
+11,700
+39% +$383K 0.51% 62
2019
Q1
$1.06M Hold
30,000
0.47% 65
2018
Q4
$972K Buy
30,000
+3,850
+15% +$126K 0.52% 64
2018
Q3
$903K Buy
26,150
+5,100
+24% +$182K 0.45% 65
2018
Q2
$737K Buy
21,050
+4,800
+30% +$162K 0.37% 67
2018
Q1
$534K Buy
16,250
+8,950
+123% +$302K 0.28% 73
2017
Q4
$275K Buy
+7,300
New +$290K 0.15% 90

Other funds holding IRM