Ranch Capital Advisors’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 | $3.64M | Buy |
35,247
+1,048
| +3% | +$108K | 1.58% | 18 |
|
|
2025
Q1 | $2.96M | Buy |
34,199
+1,136
| +3% | +$98.4K | 1.41% | 19 |
|
|
2024
Q4 | $3.49M | Sell |
33,063
-420
| -1% | -$44.4K | 1.65% | 15 |
|
|
2024
Q3 | $4M | Sell |
33,483
-457
| -1% | -$54.6K | 1.89% | 13 |
|
|
2024
Q2 | $3.06M | Sell |
33,940
-323
| -0.9% | -$29.1K | 1.6% | 13 |
|
|
2024
Q1 | $2.77M | Buy |
34,263
+207
| +0.6% | +$16.7K | 1.49% | 15 |
|
|
2023
Q4 | $2.4M | Buy |
34,056
+598
| +2% | +$42.2K | 1.5% | 14 |
|
|
2023
Q3 | $2.01M | Sell |
33,458
-742
| -2% | -$44.5K | 1.4% | 16 |
|
|
2023
Q2 | $1.96M | Sell |
34,200
-341
| -1% | -$19.6K | 1.38% | 17 |
|
|
2023
Q1 | $1.83M | Buy |
34,541
+1,299
| +4% | +$68.7K | 1.34% | 18 |
|
|
2022
Q4 | $1.66M | Buy |
33,242
+84
| +0.3% | +$4.19K | 1.3% | 20 |
|
|
2022
Q3 | $1.46M | Sell |
33,158
-14,659
| -31% | -$645K | 1.19% | 20 |
|
|
2022
Q2 | $2.33M | Buy |
47,817
+1,776
| +4% | +$86.5K | 1.79% | 9 |
|
|
2022
Q1 | $2.55M | Buy |
46,041
+2,723
| +6% | +$151K | 1.69% | 8 |
|
|
2021
Q4 | $2.27M | Buy |
43,318
+455
| +1% | +$23.8K | 1.47% | 13 |
|
|
2021
Q3 | $1.86M | Buy |
42,863
+6,971
| +19% | +$303K | 1.16% | 16 |
|
|
2021
Q2 | $1.52M | Buy |
35,892
+1,401
| +4% | +$59.3K | 0.91% | 20 |
|
|
2021
Q1 | $1.28M | Buy |
34,491
+11,538
| +50% | +$427K | 0.84% | 26 |
|
|
2020
Q4 | $676K | Buy |
22,953
+555
| +2% | +$16.3K | 0.49% | 63 |
|
|
2020
Q3 | $600K | Buy |
22,398
+2,103
| +10% | +$56.3K | 0.48% | 67 |
|
|
2020
Q2 | $603K | Sell |
20,295
-1,941
| -9% | -$57.7K | 0.47% | 66 |
|
|
2020
Q1 | $529K | Buy |
22,236
+4,100
| +23% | +$97.5K | 0.52% | 55 |
|
|
2019
Q4 | $578K | Buy |
18,136
+3,025
| +20% | +$96.4K | 0.47% | 61 |
|
|
2019
Q3 | $489K | Buy |
+15,111
| New | +$489K | 0.52% | 64 |
|