Oppenheimer Asset Management’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 | $1.44M | Buy |
14,016
+1,173
| +9% | +$120K | 0.02% | 667 |
|
|
2025
Q1 | $1.11M | Sell |
12,843
-1,530
| -11% | -$132K | 0.01% | 695 |
|
|
2024
Q4 | $1.51M | Sell |
14,373
-4,352
| -23% | -$457K | 0.02% | 612 |
|
|
2024
Q3 | $2.23M | Sell |
18,725
-4,521
| -19% | -$537K | 0.03% | 507 |
|
|
2024
Q2 | $2.08M | Sell |
23,246
-788
| -3% | -$70.6K | 0.03% | 512 |
|
|
2024
Q1 | $1.93M | Sell |
24,034
-1,889
| -7% | -$152K | 0.03% | 501 |
|
|
2023
Q4 | $1.81M | Buy |
25,923
+17,608
| +212% | +$1.23M | 0.03% | 544 |
|
|
2023
Q3 | $494K | Sell |
8,315
-4,053
| -33% | -$241K | 0.01% | 850 |
|
|
2023
Q2 | $703K | Buy |
12,368
+4,091
| +49% | +$232K | 0.01% | 777 |
|
|
2023
Q1 | $438K | Buy |
+8,277
| New | +$438K | 0.01% | 878 |
|
|
2020
Q2 | – | Sell |
-1,900
| Closed | -$45K | – | 1253 |
|
|
2020
Q1 | $45K | Buy |
1,900
+226
| +14% | +$5.35K | ﹤0.01% | 1278 |
|
|
2019
Q4 | $53K | Sell |
1,674
-26
| -2% | -$823 | ﹤0.01% | 1330 |
|
|
2019
Q3 | $55K | Sell |
1,700
-14,380
| -89% | -$465K | ﹤0.01% | 1328 |
|
|
2019
Q2 | $504K | Buy |
16,080
+3,249
| +25% | +$102K | 0.01% | 811 |
|
|
2019
Q1 | $455K | Sell |
12,831
-10,296
| -45% | -$365K | 0.01% | 828 |
|
|
2018
Q4 | $750K | Buy |
23,127
+902
| +4% | +$29.3K | 0.02% | 649 |
|
|
2018
Q3 | $768K | Buy |
22,225
+3,318
| +18% | +$115K | 0.02% | 689 |
|
|
2018
Q2 | $662K | Buy |
18,907
+9,885
| +110% | +$346K | 0.02% | 713 |
|
|
2018
Q1 | $296K | Sell |
9,022
-4,711
| -34% | -$155K | 0.01% | 937 |
|
|
2017
Q4 | $534K | Hold |
13,733
| – | – | 0.01% | 769 |
|
|
2017
Q3 | $534K | Sell |
13,733
-395
| -3% | -$15.4K | 0.01% | 773 |
|
|
2017
Q2 | $485K | Buy |
14,128
+5,476
| +63% | +$188K | 0.01% | 785 |
|
|
2017
Q1 | $308K | Buy |
+8,652
| New | +$308K | 0.01% | 926 |
|