SAM
Shell Asset Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.84M | Buy |
37,414
+7,917
| +27% | +$812K | 0.13% | 155 |
|
|
2025
Q1 | $2.54M | Sell |
29,497
-7,347
| -20% | -$632K | 0.12% | 166 |
|
|
2024
Q4 | $3.87M | Sell |
36,844
-3,907
| -10% | -$411K | 0.17% | 105 |
|
|
2024
Q3 | $4.84M | Buy |
+40,751
| New | +$4.84M | 0.21% | 88 |
|
|
2024
Q1 | $4M | Buy |
44,646
+6,912
| +18% | +$619K | 0.18% | 97 |
|
|
2023
Q4 | $2.64M | Sell |
37,734
-9,812
| -21% | -$687K | 0.12% | 174 |
|
|
2023
Q3 | $2.83M | Sell |
47,546
-753
| -2% | -$44.8K | 0.12% | 181 |
|
|
2023
Q2 | $2.74M | Buy |
48,299
+2,730
| +6% | +$155K | 0.11% | 191 |
|
|
2023
Q1 | $2.41M | Sell |
45,569
-133
| -0.3% | -$7.04K | 0.1% | 208 |
|
|
2022
Q4 | $2.28M | Buy |
45,702
+5,020
| +12% | +$250K | 0.1% | 216 |
|
|
2022
Q3 | $1.79M | Sell |
40,682
-9,842
| -19% | -$433K | 0.07% | 266 |
|
|
2022
Q2 | $2.46M | Buy |
50,524
+1,545
| +3% | +$75.2K | 0.07% | 262 |
|
|
2022
Q1 | $2.71M | Buy |
48,979
+1,998
| +4% | +$111K | 0.06% | 273 |
|
|
2021
Q4 | $2.46M | Buy |
46,981
+7,243
| +18% | +$379K | 0.05% | 316 |
|
|
2021
Q3 | $1.73M | Buy |
39,738
+3,939
| +11% | +$171K | 0.04% | 365 |
|
|
2021
Q2 | $1.52M | Sell |
35,799
-7,340
| -17% | -$311K | 0.03% | 426 |
|
|
2021
Q1 | $1.6M | Buy |
43,139
+8,225
| +24% | +$304K | 0.03% | 402 |
|
|
2020
Q4 | $1.03M | Buy |
34,914
+6,345
| +22% | +$187K | 0.02% | 502 |
|
|
2020
Q3 | $765K | Hold |
28,569
| – | – | 0.02% | 525 |
|
|
2020
Q2 | $746K | Buy |
28,569
+1,756
| +7% | +$45.9K | 0.02% | 519 |
|
|
2020
Q1 | $638K | Sell |
26,813
-2,300
| -8% | -$54.7K | 0.02% | 568 |
|
|
2019
Q4 | $928K | Buy |
29,113
+14,559
| +100% | +$464K | 0.02% | 576 |
|
|
2019
Q3 | $471K | Hold |
14,554
| – | – | 0.01% | 931 |
|
|
2019
Q2 | $456K | Sell |
14,554
-3,632
| -20% | -$114K | 0.01% | 956 |
|
|
2019
Q1 | $645K | Hold |
18,186
| – | – | 0.01% | 788 |
|
|
2018
Q4 | $589K | Sell |
18,186
-5,822
| -24% | -$189K | 0.01% | 781 |
|
|
2018
Q3 | $829K | Buy |
24,008
+9,504
| +66% | +$328K | 0.02% | 770 |
|
|
2018
Q2 | $508K | Buy |
14,504
+899
| +7% | +$31.5K | 0.01% | 928 |
|
|
2018
Q1 | $447K | Hold |
13,605
| – | – | 0.01% | 943 |
|
|
2017
Q4 | $513K | Buy |
13,605
+1,961
| +17% | +$73.9K | 0.01% | 902 |
|
|
2017
Q3 | $453K | Sell |
11,644
-4,028
| -26% | -$157K | 0.01% | 902 |
|
|
2017
Q2 | $538K | Hold |
15,672
| – | – | 0.01% | 883 |
|
|
2017
Q1 | $559K | Buy |
15,672
+285
| +2% | +$10.2K | 0.01% | 856 |
|
|
2016
Q4 | $500K | Buy |
15,387
+128
| +0.8% | +$4.16K | 0.01% | 878 |
|
|
2016
Q3 | $573K | Sell |
15,259
-2,490
| -14% | -$93.5K | 0.01% | 813 |
|
|
2016
Q2 | $707K | Buy |
17,749
+5,783
| +48% | +$230K | 0.02% | 656 |
|
|
2016
Q1 | $406K | Buy |
11,966
+4,357
| +57% | +$148K | 0.01% | 739 |
|
|
2015
Q4 | $206K | Buy |
+7,609
| New | +$206K | ﹤0.01% | 820 |
|
|
2015
Q3 | – | Sell |
-15,473
| Closed | -$480K | – | 876 |
|
|
2015
Q2 | $480K | Sell |
15,473
-601
| -4% | -$18.6K | 0.01% | 771 |
|
|
2015
Q1 | $586K | Sell |
16,074
-4,821
| -23% | -$176K | 0.01% | 757 |
|
|
2014
Q4 | $808K | Buy |
20,895
+2,345
| +13% | +$90.7K | 0.01% | 741 |
|
|
2014
Q3 | $606K | Sell |
18,550
-5
| -0% | -$163 | 0.01% | 775 |
|
|
2014
Q2 | $658K | Sell |
18,555
-5,376
| -22% | -$191K | 0.01% | 780 |
|
|
2014
Q1 | $660K | Hold |
23,931
| – | – | 0.01% | 765 |
|
|
2013
Q4 | $726K | Sell |
23,931
-11,008
| -32% | -$334K | 0.01% | 747 |
|
|
2013
Q3 | $944K | Sell |
34,939
-6,518
| -16% | -$176K | 0.02% | 714 |
|
|
2013
Q2 | $1.1M | Buy |
+41,457
| New | +$1.1M | 0.02% | 667 |
|