Mathes Company’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 | $826K | Hold |
8,050
| – | – | 0.31% | 60 |
|
|
2025
Q1 | $693K | Sell |
8,050
-100
| -1% | -$8.61K | 0.28% | 66 |
|
|
2024
Q4 | $856K | Hold |
8,150
| – | – | 0.31% | 60 |
|
|
2024
Q3 | $968K | Hold |
8,150
| – | – | 0.34% | 63 |
|
|
2024
Q2 | $730K | Sell |
8,150
-1,800
| -18% | -$161K | 0.27% | 67 |
|
|
2024
Q1 | $798K | Hold |
9,950
| – | – | 0.3% | 70 |
|
|
2023
Q4 | $696K | Hold |
9,950
| – | – | 0.29% | 75 |
|
|
2023
Q3 | $592K | Hold |
9,950
| – | – | 0.27% | 77 |
|
|
2023
Q2 | $565K | Buy |
+9,950
| New | +$565K | 0.25% | 81 |
|
|
2022
Q4 | $596K | Hold |
11,950
| – | – | 0.3% | 81 |
|
|
2022
Q3 | $525K | Sell |
11,950
-1,900
| -14% | -$83.5K | 0.29% | 79 |
|
|
2022
Q2 | $674K | Hold |
13,850
| – | – | 0.33% | 80 |
|
|
2022
Q1 | $767K | Sell |
13,850
-23,000
| -62% | -$1.27M | 0.3% | 77 |
|
|
2021
Q4 | $1.93M | Sell |
36,850
-2,300
| -6% | -$120K | 0.66% | 56 |
|
|
2021
Q3 | $1.7M | Buy |
+39,150
| New | +$1.7M | 0.63% | 52 |
|
|
2021
Q2 | – | Sell |
-38,950
| Closed | -$1.44M | – | 125 |
|
|
2021
Q1 | $1.44M | Hold |
38,950
| – | – | 0.56% | 54 |
|
|
2020
Q4 | $1.15M | Buy |
38,950
+6,000
| +18% | +$177K | 0.47% | 57 |
|
|
2020
Q3 | $883K | Buy |
32,950
+2,950
| +10% | +$79.1K | 0.41% | 65 |
|
|
2020
Q2 | $783K | Buy |
30,000
+1,250
| +4% | +$32.6K | 0.39% | 69 |
|
|
2020
Q1 | $684K | Sell |
28,750
-2,100
| -7% | -$50K | 0.45% | 64 |
|
|
2019
Q4 | $983K | Sell |
30,850
-1,000
| -3% | -$31.9K | 0.46% | 61 |
|
|
2019
Q3 | $1.03M | Buy |
31,850
+10,050
| +46% | +$326K | 0.53% | 56 |
|
|
2019
Q2 | $682K | Buy |
+21,800
| New | +$682K | 0.36% | 71 |
|