Rothschild Investment LLC’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 | $67.5K | Buy |
658
+18
| +3% | +$1.85K | ﹤0.01% | 721 |
|
|
2025
Q1 | $55.1K | Sell |
640
-320
| -33% | -$27.5K | ﹤0.01% | 747 |
|
|
2024
Q4 | $101K | Sell |
960
-4
| -0.4% | -$420 | 0.01% | 638 |
|
|
2024
Q3 | $115K | Buy |
964
+29
| +3% | +$3.45K | 0.01% | 623 |
|
|
2024
Q2 | $83.8K | Buy |
935
+40
| +4% | +$3.59K | 0.01% | 656 |
|
|
2024
Q1 | $71.8K | Buy |
895
+15
| +2% | +$1.2K | 0.01% | 666 |
|
|
2023
Q4 | $61.6K | Buy |
+880
| New | +$61.6K | 0.01% | 626 |
|
|
2017
Q1 | – | Sell |
-17,090
| Closed | -$555K | – | 491 |
|
|
2016
Q4 | $555K | Buy |
+17,090
| New | +$555K | 0.07% | 252 |
|
|
2016
Q2 | – | Sell |
-7,966
| Closed | -$270K | – | 496 |
|
|
2016
Q1 | $270K | Sell |
7,966
-3,550
| -31% | -$120K | 0.03% | 360 |
|
|
2015
Q4 | $311K | Buy |
+11,516
| New | +$311K | 0.04% | 346 |
|
|
2015
Q3 | – | Sell |
-10,086
| Closed | -$313K | – | 505 |
|
|
2015
Q2 | $313K | Hold |
10,086
| – | – | 0.04% | 378 |
|
|
2015
Q1 | $368K | Sell |
10,086
-8,599
| -46% | -$314K | 0.04% | 348 |
|
|
2014
Q4 | $722K | Buy |
18,685
+1,255
| +7% | +$48.5K | 0.09% | 231 |
|
|
2014
Q3 | $569K | Buy |
+17,430
| New | +$569K | 0.07% | 275 |
|
|
2014
Q2 | – | Sell |
-16,273
| Closed | -$415K | – | 418 |
|
|
2014
Q1 | $415K | Buy |
+16,273
| New | +$415K | 0.06% | 298 |
|
|
2013
Q4 | – | Sell |
-11,686
| Closed | -$292K | – | 407 |
|
|
2013
Q3 | $292K | Buy |
+11,686
| New | +$292K | 0.04% | 320 |
|