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