Monument Capital Management’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 | $672K | Buy |
6,554
+3,001
| +84% | +$308K | 0.18% | 112 |
|
2025
Q1 | $306K | Sell |
3,553
-5,336
| -60% | -$459K | 0.09% | 152 |
|
2024
Q4 | $934K | Sell |
8,889
-218
| -2% | -$22.9K | 0.26% | 82 |
|
2024
Q3 | $1.08M | Sell |
9,107
-587
| -6% | -$69.8K | 0.3% | 76 |
|
2024
Q2 | $869K | Sell |
9,694
-119
| -1% | -$10.7K | 0.26% | 82 |
|
2024
Q1 | $787K | Sell |
9,813
-306
| -3% | -$24.5K | 0.23% | 94 |
|
2023
Q4 | $708K | Sell |
10,119
-440
| -4% | -$30.8K | 0.23% | 97 |
|
2023
Q3 | $628K | Sell |
10,559
-1,250
| -11% | -$74.3K | 0.21% | 91 |
|
2023
Q2 | $671K | Sell |
11,809
-353
| -3% | -$20.1K | 0.21% | 88 |
|
2023
Q1 | $643K | Sell |
12,162
-12,352
| -50% | -$654K | 0.22% | 86 |
|
2022
Q4 | $1.22M | Sell |
24,514
-274
| -1% | -$13.7K | 0.42% | 68 |
|
2022
Q3 | $1.09M | Sell |
24,788
-3,517
| -12% | -$155K | 0.41% | 68 |
|
2022
Q2 | $1.38M | Sell |
28,305
-775
| -3% | -$37.7K | 0.52% | 57 |
|
2022
Q1 | $1.61M | Sell |
29,080
-16
| -0.1% | -$886 | 0.52% | 59 |
|
2021
Q4 | $1.52M | Sell |
29,096
-947
| -3% | -$49.6K | 0.47% | 65 |
|
2021
Q3 | $1.31M | Buy |
30,043
+388
| +1% | +$16.9K | 0.44% | 69 |
|
2021
Q2 | $1.26M | Buy |
29,655
+4,760
| +19% | +$201K | 0.43% | 69 |
|
2021
Q1 | $921K | Buy |
24,895
+2,060
| +9% | +$76.2K | 0.37% | 69 |
|
2020
Q4 | $673K | Sell |
22,835
-4,366
| -16% | -$129K | 0.31% | 75 |
|
2020
Q3 | $729K | Sell |
27,201
-9,317
| -26% | -$250K | 0.38% | 71 |
|
2020
Q2 | $953K | Buy |
36,518
+2,039
| +6% | +$53.2K | 0.56% | 68 |
|
2020
Q1 | $821K | Buy |
34,479
+5,295
| +18% | +$126K | 0.59% | 58 |
|
2019
Q4 | $930K | Buy |
29,184
+163
| +0.6% | +$5.19K | 0.47% | 73 |
|
2019
Q3 | $940K | Buy |
+29,021
| New | +$940K | 0.51% | 72 |
|
2018
Q4 | – | Sell |
-3,500
| Closed | -$121K | – | 209 |
|
2018
Q3 | $121K | Buy |
+3,500
| New | +$121K | 0.07% | 96 |
|