Oppenheimer & Co’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 | $940K | Buy |
9,160
+186
| +2% | +$19.1K | 0.01% | 881 |
|
|
2025
Q1 | $772K | Sell |
8,974
-4,012
| -31% | -$345K | 0.01% | 915 |
|
|
2024
Q4 | $1.36M | Sell |
12,986
-6,206
| -32% | -$652K | 0.02% | 676 |
|
|
2024
Q3 | $2.28M | Buy |
19,192
+5,086
| +36% | +$604K | 0.03% | 511 |
|
|
2024
Q2 | $1.26M | Buy |
14,106
+2,620
| +23% | +$235K | 0.02% | 683 |
|
|
2024
Q1 | $921K | Sell |
11,486
-36
| -0.3% | -$2.89K | 0.02% | 768 |
|
|
2023
Q4 | $806K | Buy |
11,522
+4,208
| +58% | +$294K | 0.01% | 787 |
|
|
2023
Q3 | $435K | Sell |
7,314
-167
| -2% | -$9.93K | 0.01% | 995 |
|
|
2023
Q2 | $425K | Buy |
7,481
+1,092
| +17% | +$62K | 0.01% | 1033 |
|
|
2023
Q1 | $338K | Sell |
6,389
-23
| -0.4% | -$1.22K | 0.01% | 1097 |
|
|
2022
Q4 | $320K | Buy |
6,412
+61
| +1% | +$3.04K | 0.01% | 1064 |
|
|
2022
Q3 | $280K | Sell |
6,351
-9,164
| -59% | -$404K | 0.01% | 1084 |
|
|
2022
Q2 | $755K | Sell |
15,515
-7,371
| -32% | -$359K | 0.02% | 782 |
|
|
2022
Q1 | $1.27M | Sell |
22,886
-7,305
| -24% | -$405K | 0.02% | 649 |
|
|
2021
Q4 | $1.58M | Sell |
30,191
-1,295
| -4% | -$67.8K | 0.03% | 595 |
|
|
2021
Q3 | $1.37M | Buy |
31,486
+14,526
| +86% | +$631K | 0.03% | 632 |
|
|
2021
Q2 | $718K | Buy |
16,960
+5,224
| +45% | +$221K | 0.01% | 876 |
|
|
2021
Q1 | $435K | Sell |
11,736
-9,922
| -46% | -$368K | 0.01% | 1019 |
|
|
2020
Q4 | $638K | Buy |
21,658
+9,918
| +84% | +$292K | 0.01% | 801 |
|
|
2020
Q3 | $315K | Sell |
11,740
-289
| -2% | -$7.75K | 0.01% | 963 |
|
|
2020
Q2 | $314K | Sell |
12,029
-527
| -4% | -$13.8K | 0.01% | 953 |
|
|
2020
Q1 | $299K | Sell |
12,556
-24,703
| -66% | -$588K | 0.01% | 901 |
|
|
2019
Q4 | $1.19M | Sell |
37,259
-17,429
| -32% | -$555K | 0.03% | 566 |
|
|
2019
Q3 | $1.77M | Sell |
54,688
-101,820
| -65% | -$3.3M | 0.05% | 428 |
|
|
2019
Q2 | $4.9M | Buy |
156,508
+66,236
| +73% | +$2.07M | 0.13% | 176 |
|
|
2019
Q1 | $3.2M | Buy |
90,272
+64,857
| +255% | +$2.3M | 0.09% | 270 |
|
|
2018
Q4 | $823K | Buy |
25,415
+9
| +0% | +$291 | 0.03% | 580 |
|
|
2018
Q3 | $877K | Buy |
25,406
+461
| +2% | +$15.9K | 0.02% | 641 |
|
|
2018
Q2 | $874K | Buy |
24,945
+91
| +0.4% | +$3.19K | 0.02% | 643 |
|
|
2018
Q1 | $817K | Buy |
24,854
+6,964
| +39% | +$229K | 0.02% | 680 |
|
|
2017
Q4 | $675K | Buy |
17,890
+417
| +2% | +$15.7K | 0.02% | 755 |
|
|
2017
Q3 | $680K | Buy |
17,473
+118
| +0.7% | +$4.59K | 0.02% | 737 |
|
|
2017
Q2 | $596K | Buy |
17,355
+5,702
| +49% | +$196K | 0.02% | 771 |
|
|
2017
Q1 | $415K | Buy |
11,653
+2,243
| +24% | +$79.9K | 0.01% | 871 |
|
|
2016
Q4 | $305K | Buy |
9,410
+2,018
| +27% | +$65.4K | 0.01% | 988 |
|
|
2016
Q3 | $277K | Sell |
7,392
-4,522
| -38% | -$169K | 0.01% | 1025 |
|
|
2016
Q2 | $475K | Buy |
11,914
+1,830
| +18% | +$73K | 0.01% | 810 |
|
|
2016
Q1 | $341K | Buy |
+10,084
| New | +$341K | 0.01% | 888 |
|
|
2015
Q2 | – | Sell |
-6,874
| Closed | -$251K | – | 1510 |
|
|
2015
Q1 | $251K | Sell |
6,874
-8,696
| -56% | -$318K | 0.01% | 1180 |
|
|
2014
Q4 | $602K | Buy |
15,570
+1,477
| +10% | +$57.1K | 0.02% | 755 |
|
|
2014
Q3 | $460K | Buy |
14,093
+4,400
| +45% | +$144K | 0.01% | 887 |
|
|
2014
Q2 | $317K | Hold |
9,693
| – | – | 0.01% | 1032 |
|
|
2014
Q1 | $247K | Buy |
9,693
+541
| +6% | +$13.8K | 0.01% | 1134 |
|
|
2013
Q4 | $257K | Sell |
9,152
-2,164
| -19% | -$60.8K | 0.01% | 1082 |
|
|
2013
Q3 | $283K | Hold |
11,316
| – | – | 0.01% | 996 |
|
|
2013
Q2 | $278K | Buy |
+11,316
| New | +$278K | 0.01% | 961 |
|