Private Trust Company’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 | $247K | Buy |
2,405
+100
| +4% | +$10.3K | 0.02% | 651 |
|
|
2025
Q1 | $198K | Sell |
2,305
-549
| -19% | -$47.2K | 0.02% | 713 |
|
|
2024
Q4 | $300K | Sell |
2,854
-372
| -12% | -$39.1K | 0.03% | 548 |
|
|
2024
Q3 | $383K | Buy |
3,226
+68
| +2% | +$8.08K | 0.04% | 480 |
|
|
2024
Q2 | $283K | Hold |
3,158
| – | – | 0.03% | 543 |
|
|
2024
Q1 | $253K | Sell |
3,158
-580
| -16% | -$46.5K | 0.03% | 560 |
|
|
2023
Q4 | $262K | Buy |
3,738
+17
| +0.5% | +$1.19K | 0.03% | 522 |
|
|
2023
Q3 | $221K | Sell |
3,721
-152
| -4% | -$9.04K | 0.03% | 537 |
|
|
2023
Q2 | $220K | Buy |
3,873
+1,199
| +45% | +$68.1K | 0.03% | 532 |
|
|
2023
Q1 | $141K | Sell |
2,674
-521
| -16% | -$27.6K | 0.02% | 649 |
|
|
2022
Q4 | $159K | Buy |
3,195
+34
| +1% | +$1.69K | 0.02% | 583 |
|
|
2022
Q3 | $139K | Hold |
3,161
| – | – | 0.02% | 571 |
|
|
2022
Q2 | $154K | Buy |
+3,161
| New | +$154K | 0.02% | 554 |
|
|
2014
Q3 | – | Sell |
-63
| Closed | -$2K | – | 1977 |
|
|
2014
Q2 | $2K | Hold |
63
| – | – | ﹤0.01% | 1600 |
|
|
2014
Q1 | $2K | Sell |
63
-100
| -61% | -$3.18K | ﹤0.01% | 1480 |
|
|
2013
Q4 | $5K | Sell |
163
-17
| -9% | -$521 | ﹤0.01% | 1163 |
|
|
2013
Q3 | $4K | Sell |
180
-24
| -12% | -$533 | ﹤0.01% | 1196 |
|
|
2013
Q2 | $5K | Buy |
+204
| New | +$5K | ﹤0.01% | 1067 |
|