Paloma Partners’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Hold |
0
| – | – | – | 514 |
|
|
2024
Q3 | – | Hold |
0
| – | – | – | 1036 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 558 |
|
|
2023
Q4 | – | Hold |
0
| – | – | – | 343 |
|
|
2023
Q3 | – | Sell |
-14,131
| Closed | -$803K | – | 314 |
|
|
2023
Q2 | $803K | Buy |
+14,131
| New | +$803K | 0.03% | 109 |
|
|
2022
Q1 | – | Sell |
-9,610
| Closed | -$503K | – | 1526 |
|
|
2021
Q4 | $503K | Buy |
9,610
+3,173
| +49% | +$166K | 0.01% | 877 |
|
|
2021
Q3 | $280K | Buy |
6,437
+740
| +13% | +$32.2K | 0.01% | 632 |
|
|
2021
Q2 | $241K | Buy |
+5,697
| New | +$241K | ﹤0.01% | 1211 |
|
|
2020
Q4 | – | Sell |
-22,565
| Closed | -$605K | – | 1675 |
|
|
2020
Q3 | $605K | Sell |
22,565
-142,459
| -86% | -$3.82M | 0.02% | 905 |
|
|
2020
Q2 | $4.31M | Buy |
+165,024
| New | +$4.31M | 0.07% | 309 |
|
|
2020
Q1 | – | Sell |
-52,137
| Closed | -$1.66M | – | 1432 |
|
|
2019
Q4 | $1.66M | Buy |
52,137
+40,440
| +346% | +$1.29M | 0.03% | 535 |
|
|
2019
Q3 | $379K | Buy |
+11,697
| New | +$379K | 0.01% | 1083 |
|
|
2019
Q2 | – | Sell |
-7,320
| Closed | -$259K | – | 1638 |
|
|
2019
Q1 | $259K | Buy |
+7,320
| New | +$259K | 0.01% | 1061 |
|
|
2018
Q4 | – | Sell |
-8,210
| Closed | -$283K | – | 1195 |
|
|
2018
Q3 | $283K | Sell |
8,210
-15,076
| -65% | -$520K | 0.01% | 963 |
|
|
2018
Q2 | $815K | Sell |
23,286
-2,326
| -9% | -$81.4K | 0.01% | 563 |
|
|
2018
Q1 | $841K | Buy |
+25,612
| New | +$841K | 0.01% | 668 |
|
|
2017
Q4 | – | Sell |
-10,270
| Closed | -$399K | – | 1433 |
|
|
2017
Q3 | $399K | Buy |
10,270
+1,016
| +11% | +$39.5K | 0.01% | 1095 |
|
|
2017
Q2 | $318K | Sell |
9,254
-35,564
| -79% | -$1.22M | ﹤0.01% | 1277 |
|
|
2017
Q1 | $1.6M | Sell |
44,818
-21,416
| -32% | -$764K | 0.02% | 560 |
|
|
2016
Q4 | $2.15M | Buy |
+66,234
| New | +$2.15M | 0.02% | 378 |
|
|
2016
Q3 | – | Sell |
-7,043
| Closed | -$281K | – | 1493 |
|
|
2016
Q2 | $281K | Buy |
+7,043
| New | +$281K | ﹤0.01% | 1365 |
|
|
2014
Q3 | – | Sell |
-22,830
| Closed | -$748K | – | 1075 |
|
|
2014
Q2 | $748K | Buy |
22,830
+14,641
| +179% | +$480K | 0.03% | 363 |
|
|
2014
Q1 | $209K | Buy |
+8,189
| New | +$209K | 0.01% | 533 |
|