Lockheed Martin Investment Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-9,120
| Closed | -$817K | – | 136 |
|
|
2024
Q2 | $817K | Sell |
9,120
-5,558
| -38% | -$498K | 0.05% | 110 |
|
|
2024
Q1 | $1.03M | Sell |
14,678
-4,500
| -23% | -$316K | 0.07% | 115 |
|
|
2023
Q4 | $1.23M | Sell |
19,178
-5,300
| -22% | -$339K | 0.09% | 107 |
|
|
2023
Q3 | $1.4M | Hold |
24,478
| – | – | 0.11% | 94 |
|
|
2023
Q2 | $1.39M | Buy |
24,478
+2,600
| +12% | +$148K | 0.08% | 95 |
|
|
2023
Q1 | $1.16M | Hold |
21,878
| – | – | 0.07% | 109 |
|
|
2022
Q4 | $1.09M | Buy |
21,878
+2,400
| +12% | +$120K | 0.07% | 109 |
|
|
2022
Q3 | $856K | Sell |
19,478
-3,200
| -14% | -$141K | 0.07% | 110 |
|
|
2022
Q2 | $1.1M | Sell |
22,678
-7,950
| -26% | -$387K | 0.08% | 116 |
|
|
2022
Q1 | $1.7M | Sell |
30,628
-2,800
| -8% | -$155K | 0.09% | 121 |
|
|
2021
Q4 | $1.75M | Buy |
+33,428
| New | +$1.75M | 0.09% | 122 |
|