Lavaca Capital’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 | $113K | Hold |
1,101
| – | – | 0.04% | 116 |
|
|
2025
Q1 | $94.7K | Hold |
1,101
| – | – | 0.04% | 115 |
|
|
2024
Q4 | $116K | Buy |
+1,101
| New | +$116K | 0.05% | 121 |
|
|
2023
Q2 | – | Sell |
-19,230
| Closed | -$1.05M | – | 151 |
|
|
2023
Q1 | $1.05M | Hold |
19,230
| – | – | 0.22% | 64 |
|
|
2022
Q4 | $963K | Sell |
19,230
-63
| -0.3% | -$3.15K | 0.3% | 63 |
|
|
2022
Q3 | $936K | Sell |
19,293
-400
| -2% | -$19.4K | 0.34% | 50 |
|
|
2022
Q2 | $1.06M | Buy |
19,693
+639
| +3% | +$34.3K | 0.16% | 47 |
|
|
2022
Q1 | $1.06M | Sell |
19,054
-5,534
| -23% | -$307K | 0.11% | 65 |
|
|
2021
Q4 | $1.29M | Sell |
24,588
-88
| -0.4% | -$4.61K | 0.17% | 55 |
|
|
2021
Q3 | $1.07M | Sell |
24,676
-250
| -1% | -$10.9K | 0.11% | 63 |
|
|
2021
Q2 | $1.06M | Hold |
24,926
| – | – | 0.11% | 64 |
|
|
2021
Q1 | $923K | Sell |
24,926
-2,680
| -10% | -$99.2K | 0.08% | 56 |
|
|
2020
Q4 | $814K | Sell |
27,606
-28
| -0.1% | -$826 | 0.11% | 38 |
|
|
2020
Q3 | $740K | Sell |
27,634
-2,384
| -8% | -$63.8K | 0.12% | 41 |
|
|
2020
Q2 | $783K | Sell |
30,018
-66
| -0.2% | -$1.72K | 0.25% | 35 |
|
|
2020
Q1 | $716K | Hold |
30,084
| – | – | 0.69% | 28 |
|
|
2019
Q4 | $959K | Sell |
30,084
-21,262
| -41% | -$678K | 0.74% | 31 |
|
|
2019
Q3 | $1.66M | Hold |
51,346
| – | – | 1.25% | 23 |
|
|
2019
Q2 | $1.61M | Hold |
51,346
| – | – | 1.24% | 23 |
|
|
2019
Q1 | $1.82M | Buy |
51,346
+3,077
| +6% | +$109K | 1.55% | 17 |
|
|
2018
Q4 | $1.56M | Buy |
+48,269
| New | +$1.56M | 1.56% | 15 |
|