NorthCrest Asset Manangement’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 | $285K | Buy |
+2,826
| New | +$285K | 0.01% | 528 |
|
2025
Q1 | – | Sell |
-2,826
| Closed | -$297K | – | 607 |
|
2024
Q4 | $297K | Hold |
2,826
| – | – | 0.01% | 487 |
|
2024
Q3 | $336K | Hold |
2,826
| – | – | 0.01% | 466 |
|
2024
Q2 | $253K | Sell |
2,826
-37
| -1% | -$3.32K | 0.01% | 475 |
|
2024
Q1 | $230K | Hold |
2,863
| – | – | 0.01% | 479 |
|
2023
Q4 | $200K | Sell |
2,863
-34,706
| -92% | -$2.43M | 0.01% | 495 |
|
2023
Q3 | $2.23M | Buy |
37,569
+1,543
| +4% | +$91.7K | 0.09% | 178 |
|
2023
Q2 | $2.05M | Buy |
36,026
+399
| +1% | +$22.7K | 0.08% | 179 |
|
2023
Q1 | $1.89M | Buy |
35,627
+27,215
| +324% | +$1.44M | 0.08% | 181 |
|
2022
Q4 | $419K | Sell |
8,412
-27,321
| -76% | -$1.36M | 0.02% | 301 |
|
2022
Q3 | $1.57M | Buy |
+35,733
| New | +$1.57M | 0.09% | 161 |
|