O'Shaughnessy Asset Management’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Buy |
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|
2025
Q1 | $2.44M | Buy |
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|
2024
Q4 | $2.57M | Buy |
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|
2024
Q3 | $2.6M | Buy |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $800K | Buy |
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|
2023
Q3 | $462K | Buy |
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|
2023
Q2 | $386K | Buy |
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|
2023
Q1 | $339K | Sell |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $279K | Buy |
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|
2022
Q2 | $216K | Sell |
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|
2022
Q1 | $256K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $137K | Buy |
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|
2021
Q2 | $132K | Buy |
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|
2021
Q1 | $48K | Buy |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $10K | Buy |
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|
2020
Q2 | $2K | Buy |
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|
2020
Q1 | $0 | Sell |
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|
2019
Q4 | $1K | Buy |
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|
2019
Q3 | $0 | Sell |
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|
2019
Q2 | $0 | Buy |
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|
2019
Q1 | $0 | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2K | Hold |
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|
2018
Q2 | $2K | Hold |
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|
2018
Q1 | $2K | Hold |
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|
2017
Q4 | $2K | Buy |
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|
2017
Q3 | $1K | Buy |
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|
2017
Q2 | $0 | Hold |
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|
2017
Q1 | $0 | Hold |
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|
2016
Q4 | $0 | Hold |
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|
2016
Q3 | $0 | Hold |
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|
2016
Q2 | $0 | Hold |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Sell |
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|
2015
Q3 | $3K | Hold |
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|
2015
Q2 | $3K | Hold |
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|
2015
Q1 | $4K | Sell |
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|
2014
Q4 | $4K | Sell |
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|
2014
Q3 | $333K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $71K | Sell |
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|
2013
Q2 | $5.93M | Buy |
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