Roman Butler Fullerton & Co’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 | $1.27M | Sell |
12,821
-40
| -0.3% | -$3.97K | 0.38% | 69 |
|
|
2025
Q1 | $1.07M | Sell |
12,861
-789
| -6% | -$65.7K | 0.42% | 57 |
|
|
2024
Q4 | $1.42M | Sell |
13,650
-330
| -2% | -$34.3K | 0.45% | 60 |
|
|
2024
Q3 | $1.71M | Buy |
13,980
+15
| +0.1% | +$1.83K | 0.51% | 51 |
|
|
2024
Q2 | $1.33M | Sell |
13,965
-966
| -6% | -$91.9K | 0.43% | 59 |
|
|
2024
Q1 | $1.13M | Sell |
14,931
-1,462
| -9% | -$111K | 0.42% | 62 |
|
|
2023
Q4 | $1.11M | Sell |
16,393
-458
| -3% | -$30.9K | 0.43% | 60 |
|
|
2023
Q3 | $1.02M | Sell |
16,851
-373
| -2% | -$22.5K | 0.48% | 62 |
|
|
2023
Q2 | $1.07M | Buy |
17,224
+106
| +0.6% | +$6.6K | 0.49% | 62 |
|
|
2023
Q1 | $929K | Sell |
17,118
-404
| -2% | -$21.9K | 0.46% | 68 |
|
|
2022
Q4 | $917K | Sell |
17,522
-452
| -3% | -$23.6K | 0.47% | 68 |
|
|
2022
Q3 | $827K | Sell |
17,974
-58
| -0.3% | -$2.67K | 0.53% | 60 |
|
|
2022
Q2 | $809K | Buy |
18,032
+53
| +0.3% | +$2.38K | 0.45% | 68 |
|
|
2022
Q1 | $996K | Sell |
17,979
-3,986
| -18% | -$221K | 0.46% | 68 |
|
|
2021
Q4 | $1.15M | Sell |
21,965
-972
| -4% | -$50.8K | 0.51% | 63 |
|
|
2021
Q3 | $1.03M | Buy |
22,937
+515
| +2% | +$23.2K | 0.48% | 64 |
|
|
2021
Q2 | $949K | Hold |
22,422
| – | – | 0.46% | 69 |
|
|
2021
Q1 | $855K | Buy |
22,422
+1,597
| +8% | +$60.9K | 0.43% | 79 |
|
|
2020
Q4 | $614K | Buy |
20,825
+1,138
| +6% | +$33.6K | 0.36% | 82 |
|
|
2020
Q3 | $527K | Buy |
19,687
+12
| +0.1% | +$321 | 0.34% | 87 |
|
|
2020
Q2 | $514K | Buy |
19,675
+196
| +1% | +$5.12K | 0.37% | 87 |
|
|
2020
Q1 | $464K | Sell |
19,479
-2,408
| -11% | -$57.4K | 0.41% | 76 |
|
|
2019
Q4 | $698K | Sell |
21,887
-1,046
| -5% | -$33.4K | 0.46% | 73 |
|
|
2019
Q3 | $743K | Buy |
22,933
+471
| +2% | +$15.3K | 0.51% | 68 |
|
|
2019
Q2 | $703K | Buy |
22,462
+661
| +3% | +$20.7K | 0.47% | 70 |
|
|
2019
Q1 | $773K | Buy |
21,801
+14,750
| +209% | +$523K | 0.54% | 58 |
|
|
2018
Q4 | $245K | Buy |
+7,051
| New | +$245K | 0.21% | 138 |
|