Oak Thistle LLC’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 | $663K | Sell |
6,467
-14,419
| -69% | -$1.48M | 0.1% | 334 |
|
|
2025
Q1 | $1.8M | Buy |
20,886
+13,665
| +189% | +$1.18M | 0.36% | 80 |
|
|
2024
Q4 | $759K | Buy |
7,221
+3,800
| +111% | +$399K | 0.23% | 173 |
|
|
2024
Q3 | $407K | Buy |
+3,421
| New | +$407K | 0.13% | 289 |
|
|
2024
Q2 | – | Sell |
-3,039
| Closed | -$244K | – | 371 |
|
|
2024
Q1 | $244K | Buy |
+3,039
| New | +$244K | 0.22% | 221 |
|
|
2023
Q4 | – | Sell |
-9,462
| Closed | -$563K | – | 533 |
|
|
2023
Q3 | $563K | Buy |
+9,462
| New | +$563K | 0.17% | 259 |
|
|
2022
Q2 | – | Sell |
-11,042
| Closed | -$612K | – | 291 |
|
|
2022
Q1 | $612K | Buy |
+11,042
| New | +$612K | 0.32% | 119 |
|