Moors & Cabot’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 | $5.16M | Sell |
50,274
-266
| -0.5% | -$27.3K | 0.24% | 86 |
|
2025
Q1 | $4.35M | Sell |
50,540
-14,495
| -22% | -$1.25M | 0.22% | 97 |
|
2024
Q4 | $6.84M | Sell |
65,035
-1,726
| -3% | -$181K | 0.33% | 62 |
|
2024
Q3 | $7.93M | Sell |
66,761
-2,307
| -3% | -$274K | 0.39% | 54 |
|
2024
Q2 | $6.19M | Sell |
69,068
-389
| -0.6% | -$34.9K | 0.33% | 61 |
|
2024
Q1 | $5.57M | Sell |
69,457
-277
| -0.4% | -$22.2K | 0.3% | 72 |
|
2023
Q4 | $4.88M | Sell |
69,734
-2,144
| -3% | -$150K | 0.3% | 78 |
|
2023
Q3 | $4.27M | Sell |
71,878
-30
| -0% | -$1.78K | 0.29% | 79 |
|
2023
Q2 | $4.09M | Sell |
71,908
-211
| -0.3% | -$12K | 0.27% | 85 |
|
2023
Q1 | $3.82M | Sell |
72,119
-8,186
| -10% | -$433K | 0.26% | 92 |
|
2022
Q4 | $4M | Sell |
80,305
-864
| -1% | -$43.1K | 0.28% | 86 |
|
2022
Q3 | $3.57M | Buy |
81,169
+488
| +0.6% | +$21.5K | 0.27% | 85 |
|
2022
Q2 | $3.93M | Sell |
80,681
-4,784
| -6% | -$233K | 0.28% | 86 |
|
2022
Q1 | $4.74M | Sell |
85,465
-10,286
| -11% | -$570K | 0.29% | 81 |
|
2021
Q4 | $5.01M | Buy |
95,751
+4,910
| +5% | +$257K | 0.31% | 72 |
|
2021
Q3 | $3.94M | Buy |
90,841
+5,774
| +7% | +$250K | 0.25% | 89 |
|
2021
Q2 | $3.6M | Buy |
85,067
+363
| +0.4% | +$15.4K | 0.25% | 89 |
|
2021
Q1 | $3.14M | Buy |
84,704
+38,050
| +82% | +$1.41M | 0.24% | 95 |
|
2020
Q4 | $1.37M | Buy |
46,654
+13,401
| +40% | +$395K | 0.12% | 181 |
|
2020
Q3 | $891K | Buy |
33,253
+10,063
| +43% | +$270K | 0.08% | 228 |
|
2020
Q2 | $606K | Buy |
23,190
+7,441
| +47% | +$194K | 0.06% | 276 |
|
2020
Q1 | $376K | Sell |
15,749
-1,104
| -7% | -$26.4K | 0.05% | 308 |
|
2019
Q4 | $539K | Buy |
16,853
+687
| +4% | +$22K | 0.05% | 326 |
|
2019
Q3 | $522K | Buy |
16,166
+2,794
| +21% | +$90.2K | 0.06% | 315 |
|
2019
Q2 | $417K | Buy |
13,372
+2,341
| +21% | +$73K | 0.05% | 337 |
|
2019
Q1 | $392K | Buy |
11,031
+300
| +3% | +$10.7K | 0.05% | 328 |
|
2018
Q4 | $346K | Sell |
10,731
-3,628
| -25% | -$117K | 0.05% | 325 |
|
2018
Q3 | $498K | Buy |
14,359
+2,364
| +20% | +$82K | 0.06% | 308 |
|
2018
Q2 | $419K | Sell |
11,995
-1,499
| -11% | -$52.4K | 0.06% | 337 |
|
2018
Q1 | $443K | Sell |
13,494
-200
| -1% | -$6.57K | 0.06% | 354 |
|
2017
Q4 | $514K | Sell |
13,694
-625
| -4% | -$23.5K | 0.07% | 310 |
|
2017
Q3 | $557K | Buy |
14,319
+5,228
| +58% | +$203K | 0.08% | 285 |
|
2017
Q2 | $312K | Buy |
9,091
+200
| +2% | +$6.86K | 0.05% | 386 |
|
2017
Q1 | $317K | Hold |
8,891
| – | – | 0.05% | 369 |
|
2016
Q4 | $287K | Hold |
8,891
| – | – | 0.05% | 395 |
|
2016
Q3 | $332K | Hold |
8,891
| – | – | 0.06% | 350 |
|
2016
Q2 | $356K | Hold |
8,891
| – | – | 0.06% | 335 |
|
2016
Q1 | $301K | Sell |
8,891
-800
| -8% | -$27.1K | 0.05% | 348 |
|
2015
Q4 | $263K | Hold |
9,691
| – | – | 0.05% | 387 |
|
2015
Q3 | $301K | Buy |
9,691
+800
| +9% | +$24.8K | 0.06% | 360 |
|
2015
Q2 | $276K | Sell |
8,891
-428
| -5% | -$13.3K | 0.04% | 409 |
|
2015
Q1 | $342K | Hold |
9,319
| – | – | 0.06% | 349 |
|
2014
Q4 | $361K | Buy |
9,319
+619
| +7% | +$24K | 0.06% | 332 |
|
2014
Q3 | $286K | Sell |
8,700
-713
| -8% | -$23.4K | 0.05% | 389 |
|
2014
Q2 | $309K | Hold |
9,413
| – | – | 0.05% | 368 |
|
2014
Q1 | $240K | Buy |
+9,413
| New | +$240K | 0.06% | 310 |
|