Rockefeller Capital 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 | $43.9M | Sell |
378,889
-48,676
| -11% | -$5.64M | 0.1% | 206 |
|
2025
Q1 | $36.9M | Buy |
427,565
+114,692
| +37% | +$9.89M | 0.09% | 217 |
|
2024
Q4 | $32.9M | Sell |
312,873
-267,946
| -46% | -$28.1M | 0.09% | 226 |
|
2024
Q3 | $69M | Sell |
580,819
-182,825
| -24% | -$21.7M | 0.19% | 121 |
|
2024
Q2 | $68.4M | Buy |
763,644
+101,427
| +15% | +$9.09M | 0.19% | 124 |
|
2024
Q1 | $53.1M | Sell |
662,217
-119,634
| -15% | -$9.6M | 0.16% | 138 |
|
2023
Q4 | $54.7M | Sell |
781,851
-53,706
| -6% | -$3.76M | 0.18% | 129 |
|
2023
Q3 | $49.7M | Sell |
835,557
-61,378
| -7% | -$3.65M | 0.19% | 126 |
|
2023
Q2 | $51M | Sell |
896,935
-96,131
| -10% | -$5.46M | 0.2% | 123 |
|
2023
Q1 | $52.5M | Buy |
993,066
+410,773
| +71% | +$21.7M | 0.23% | 110 |
|
2022
Q4 | $29M | Sell |
582,293
-499,298
| -46% | -$24.9M | 0.15% | 161 |
|
2022
Q3 | $47.6M | Sell |
1,081,591
-2,683
| -0.2% | -$118K | 0.25% | 92 |
|
2022
Q2 | $52.8M | Sell |
1,084,274
-28,819
| -3% | -$1.4M | 0.28% | 81 |
|
2022
Q1 | $61.7M | Sell |
1,113,093
-40,779
| -4% | -$2.26M | 0.3% | 77 |
|
2021
Q4 | $60.4M | Buy |
1,153,872
+409,697
| +55% | +$21.4M | 0.28% | 80 |
|
2021
Q3 | $32.3M | Buy |
744,175
+21,724
| +3% | +$944K | 0.17% | 143 |
|
2021
Q2 | $30.6M | Sell |
722,451
-20,242
| -3% | -$857K | 0.17% | 143 |
|
2021
Q1 | $27.5M | Buy |
742,693
+31,013
| +4% | +$1.15M | 0.19% | 128 |
|
2020
Q4 | $21M | Buy |
711,680
+103,642
| +17% | +$3.06M | 0.16% | 148 |
|
2020
Q3 | $16.3M | Sell |
608,038
-17,176
| -3% | -$460K | 0.15% | 147 |
|
2020
Q2 | $16.3M | Buy |
625,214
+15,520
| +3% | +$405K | 0.17% | 136 |
|
2020
Q1 | $14.5M | Buy |
609,694
+37,582
| +7% | +$894K | 0.19% | 117 |
|
2019
Q4 | $18.2M | Buy |
572,112
+20,964
| +4% | +$668K | 0.23% | 99 |
|
2019
Q3 | $17.9M | Buy |
551,148
+5,780
| +1% | +$187K | 0.24% | 94 |
|
2019
Q2 | $17.1M | Sell |
545,368
-10,711
| -2% | -$335K | 0.24% | 93 |
|
2019
Q1 | $19.7M | Sell |
556,079
-1,472
| -0.3% | -$52.2K | 0.28% | 82 |
|
2018
Q4 | $18.1M | Sell |
557,551
-11,374
| -2% | -$369K | 0.32% | 79 |
|
2018
Q3 | $19.6M | Sell |
568,925
-11,020
| -2% | -$380K | 0.3% | 85 |
|
2018
Q2 | $20.3M | Buy |
579,945
+25,876
| +5% | +$906K | 0.33% | 72 |
|
2018
Q1 | $18.2M | Buy |
+554,069
| New | +$18.2M | 0.3% | 86 |
|