O'Shaughnessy 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 | $3.75M | Buy |
36,526
+8,157
| +29% | +$837K | 0.03% | 560 |
|
|
2025
Q1 | $2.44M | Buy |
28,369
+3,896
| +16% | +$335K | 0.02% | 630 |
|
|
2024
Q4 | $2.57M | Buy |
24,473
+3,008
| +14% | +$316K | 0.02% | 584 |
|
|
2024
Q3 | $2.6M | Buy |
21,465
+3,177
| +17% | +$385K | 0.02% | 575 |
|
|
2024
Q2 | $1.64M | Buy |
18,288
+2,944
| +19% | +$264K | 0.02% | 669 |
|
|
2024
Q1 | $1.23M | Buy |
15,344
+3,906
| +34% | +$313K | 0.01% | 745 |
|
|
2023
Q4 | $800K | Buy |
11,438
+3,662
| +47% | +$256K | 0.01% | 829 |
|
|
2023
Q3 | $462K | Buy |
7,776
+979
| +14% | +$58.2K | 0.01% | 959 |
|
|
2023
Q2 | $386K | Buy |
6,797
+381
| +6% | +$21.6K | 0.01% | 971 |
|
|
2023
Q1 | $339K | Sell |
6,416
-72
| -1% | -$3.81K | 0.01% | 1006 |
|
|
2022
Q4 | $323K | Buy |
6,488
+144
| +2% | +$7.18K | 0.01% | 949 |
|
|
2022
Q3 | $279K | Buy |
6,344
+1,917
| +43% | +$84.3K | 0.01% | 962 |
|
|
2022
Q2 | $216K | Sell |
4,427
-185
| -4% | -$9.03K | ﹤0.01% | 997 |
|
|
2022
Q1 | $256K | Buy |
+4,612
| New | +$256K | ﹤0.01% | 962 |
|
|
2021
Q4 | – | Sell |
-3,145
| Closed | -$137K | – | 1842 |
|
|
2021
Q3 | $137K | Buy |
3,145
+25
| +0.8% | +$1.09K | ﹤0.01% | 1220 |
|
|
2021
Q2 | $132K | Buy |
3,120
+1,818
| +140% | +$76.9K | ﹤0.01% | 1210 |
|
|
2021
Q1 | $48K | Buy |
1,302
+1,131
| +661% | +$41.7K | ﹤0.01% | 1409 |
|
|
2020
Q4 | $5K | Sell |
171
-221
| -56% | -$6.46K | ﹤0.01% | 1671 |
|
|
2020
Q3 | $10K | Buy |
392
+305
| +351% | +$7.78K | ﹤0.01% | 1357 |
|
|
2020
Q2 | $2K | Buy |
87
+86
| +8,600% | +$1.98K | ﹤0.01% | 1500 |
|
|
2020
Q1 | $0 | Sell |
1
-37
| -97% | – | ﹤0.01% | 1531 |
|
|
2019
Q4 | $1K | Buy |
38
+37
| +3,700% | +$974 | ﹤0.01% | 1747 |
|
|
2019
Q3 | $0 | Sell |
1
-1
| -50% | – | ﹤0.01% | 1107 |
|
|
2019
Q2 | $0 | Buy |
2
+1
| +100% | – | ﹤0.01% | 1101 |
|
|
2019
Q1 | $0 | Buy |
+1
| New | – | ﹤0.01% | 953 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$2K | – | 968 |
|
|
2018
Q3 | $2K | Hold |
55
| – | – | ﹤0.01% | 851 |
|
|
2018
Q2 | $2K | Hold |
55
| – | – | ﹤0.01% | 841 |
|
|
2018
Q1 | $2K | Hold |
55
| – | – | ﹤0.01% | 855 |
|
|
2017
Q4 | $2K | Buy |
55
+30
| +120% | +$1.09K | ﹤0.01% | 868 |
|
|
2017
Q3 | $1K | Buy |
25
+24
| +2,400% | +$960 | ﹤0.01% | 864 |
|
|
2017
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 924 |
|
|
2017
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 919 |
|
|
2016
Q4 | $0 | Hold |
1
| – | – | ﹤0.01% | 955 |
|
|
2016
Q3 | $0 | Hold |
1
| – | – | ﹤0.01% | 928 |
|
|
2016
Q2 | $0 | Hold |
1
| – | – | ﹤0.01% | 961 |
|
|
2016
Q1 | $0 | Hold |
1
| – | – | ﹤0.01% | 978 |
|
|
2015
Q4 | $0 | Sell |
1
-102
| -99% | – | ﹤0.01% | 952 |
|
|
2015
Q3 | $3K | Hold |
103
| – | – | ﹤0.01% | 808 |
|
|
2015
Q2 | $3K | Hold |
103
| – | – | ﹤0.01% | 875 |
|
|
2015
Q1 | $4K | Sell |
103
-5
| -5% | -$194 | ﹤0.01% | 843 |
|
|
2014
Q4 | $4K | Sell |
108
-10,089
| -99% | -$374K | ﹤0.01% | 898 |
|
|
2014
Q3 | $333K | Buy |
+10,197
| New | +$333K | 0.01% | 461 |
|
|
2013
Q4 | – | Sell |
-2,846
| Closed | -$71K | – | 999 |
|
|
2013
Q3 | $71K | Sell |
2,846
-238,453
| -99% | -$5.95M | ﹤0.01% | 592 |
|
|
2013
Q2 | $5.94M | Buy |
+241,299
| New | +$5.94M | 0.16% | 121 |
|