Lee, Danner & Bass’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 | $4.28M | Buy |
41,700
+5,675
| +16% | +$582K | 0.33% | 69 |
|
|
2025
Q1 | $3.1M | Buy |
36,025
+1,575
| +5% | +$136K | 0.25% | 80 |
|
|
2024
Q4 | $3.62M | Buy |
34,450
+9,245
| +37% | +$972K | 0.29% | 75 |
|
|
2024
Q3 | $3M | Buy |
25,205
+780
| +3% | +$92.7K | 0.21% | 88 |
|
|
2024
Q2 | $2.19M | Buy |
+24,425
| New | +$2.19M | 0.17% | 99 |
|
|
2023
Q4 | $1.52M | Buy |
21,775
+11,825
| +119% | +$828K | 0.13% | 115 |
|
|
2023
Q3 | $592K | Sell |
9,950
-6,738
| -40% | -$401K | 0.05% | 149 |
|
|
2023
Q2 | $948K | Sell |
16,688
-235
| -1% | -$13.4K | 0.08% | 130 |
|
|
2023
Q1 | $895K | Hold |
16,923
| – | – | 0.08% | 133 |
|
|
2022
Q4 | $844K | Hold |
16,923
| – | – | 0.08% | 138 |
|
|
2022
Q3 | $744K | Hold |
16,923
| – | – | 0.08% | 134 |
|
|
2022
Q2 | $824K | Hold |
16,923
| – | – | 0.08% | 127 |
|
|
2022
Q1 | $938K | Buy |
16,923
+700
| +4% | +$38.8K | 0.08% | 130 |
|
|
2021
Q4 | $849K | Buy |
16,223
+2,710
| +20% | +$142K | 0.07% | 135 |
|
|
2021
Q3 | $587K | Buy |
13,513
+3,905
| +41% | +$170K | 0.05% | 146 |
|
|
2021
Q2 | $407K | Buy |
+9,608
| New | +$407K | 0.04% | 158 |
|