Orion Capital Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-500
| Closed | -$44.8K | – | 275 |
|
|
2024
Q2 | $44.8K | Sell |
500
-800
| -62% | -$71.7K | 0.02% | 241 |
|
|
2024
Q1 | $104K | Sell |
1,300
-500
| -28% | -$40.1K | 0.06% | 160 |
|
|
2023
Q4 | $126K | Hold |
1,800
| – | – | 0.07% | 149 |
|
|
2023
Q3 | $107K | Buy |
+1,800
| New | +$107K | 0.07% | 152 |
|
|
2023
Q2 | – | Sell |
-1,800
| Closed | -$95.2K | – | 279 |
|
|
2023
Q1 | $95.2K | Hold |
1,800
| – | – | 0.06% | 163 |
|
|
2022
Q4 | $89.7K | Hold |
1,800
| – | – | 0.07% | 156 |
|
|
2022
Q3 | $79K | Sell |
1,800
-500
| -22% | -$21.9K | 0.06% | 159 |
|
|
2022
Q2 | $112K | Hold |
2,300
| – | – | 0.09% | 137 |
|
|
2022
Q1 | $127K | Hold |
2,300
| – | – | 0.08% | 148 |
|
|
2021
Q4 | $120K | Hold |
2,300
| – | – | 0.07% | 154 |
|
|
2021
Q3 | $100K | Hold |
2,300
| – | – | 0.06% | 154 |
|
|
2021
Q2 | $97K | Hold |
2,300
| – | – | 0.06% | 145 |
|
|
2021
Q1 | $85K | Hold |
2,300
| – | – | 0.06% | 141 |
|
|
2020
Q4 | $68K | Buy |
+2,300
| New | +$68K | 0.05% | 139 |
|