Oliver Luxxe Assets’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 | $205K | Sell |
2,000
-49,469
| -96% | -$5.07M | 0.04% | 179 |
|
|
2025
Q1 | $4.43M | Sell |
51,469
-51,469
| -50% | -$4.43M | 0.82% | 47 |
|
|
2024
Q4 | $11.5M | Buy |
102,938
+51,469
| +100% | +$5.76M | 1.02% | 30 |
|
|
2024
Q3 | $6.12M | Sell |
51,469
-14,830
| -22% | -$1.76M | 1.09% | 27 |
|
|
2024
Q2 | $5.94M | Sell |
66,299
-934
| -1% | -$83.7K | 1.26% | 19 |
|
|
2024
Q1 | $5.39M | Hold |
67,233
| – | – | 1.13% | 25 |
|
|
2023
Q4 | $4.7M | Hold |
67,233
| – | – | 1.11% | 28 |
|
|
2023
Q3 | $4M | Hold |
67,233
| – | – | 1.03% | 36 |
|
|
2023
Q2 | $3.82M | Hold |
67,233
| – | – | 0.95% | 37 |
|
|
2023
Q1 | $3.56M | Hold |
67,233
| – | – | 0.94% | 44 |
|
|
2022
Q4 | $3.35M | Hold |
67,233
| – | – | 0.93% | 42 |
|
|
2022
Q3 | $2.96M | Sell |
67,233
-21
| -0% | -$923 | 0.92% | 40 |
|
|
2022
Q2 | $3.28M | Buy |
67,254
+21
| +0% | +$1.02K | 0.97% | 38 |
|
|
2022
Q1 | $3.73M | Sell |
67,233
-1,090
| -2% | -$60.4K | 0.94% | 34 |
|
|
2021
Q4 | $3.58M | Hold |
68,323
| – | – | 0.91% | 34 |
|
|
2021
Q3 | $2.97M | Sell |
68,323
-59,361
| -46% | -$2.58M | 0.82% | 40 |
|
|
2021
Q2 | $5.4M | Hold |
127,684
| – | – | 1.48% | 7 |
|
|
2021
Q1 | $4.73M | Hold |
127,684
| – | – | 1.42% | 9 |
|
|
2020
Q4 | $3.58M | Hold |
127,684
| – | – | 1.12% | 23 |
|
|
2020
Q3 | $3.42M | Buy |
+127,684
| New | +$3.42M | 1.27% | 22 |
|