Shelton 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 | $2.63M | Sell |
25,663
-15,000
| -37% | -$1.54M | 0.06% | 205 |
|
|
2025
Q1 | $3.5M | Hold |
40,663
| – | – | 0.08% | 183 |
|
|
2024
Q4 | $4.27M | Buy |
40,663
+292
| +0.7% | +$30.7K | 0.11% | 168 |
|
|
2024
Q3 | $4.8M | Buy |
40,371
+13,000
| +47% | +$1.54M | 0.12% | 154 |
|
|
2024
Q2 | $2.45M | Sell |
27,371
-80,800
| -75% | -$7.24M | 0.07% | 220 |
|
|
2024
Q1 | $8.68M | Sell |
108,171
-46,499
| -30% | -$3.73M | 0.25% | 96 |
|
|
2023
Q4 | $10.8M | Buy |
154,670
+42,501
| +38% | +$2.97M | 0.34% | 68 |
|
|
2023
Q3 | $6.67M | Buy |
112,169
+53,400
| +91% | +$3.17M | 0.24% | 100 |
|
|
2023
Q2 | $3.34M | Buy |
58,769
+19,300
| +49% | +$1.1M | 0.12% | 174 |
|
|
2023
Q1 | $2.09M | Buy |
+39,469
| New | +$2.09M | 0.09% | 202 |
|
|
2022
Q1 | – | Sell |
-1,369
| Closed | -$72K | – | 824 |
|
|
2021
Q4 | $72K | Buy |
+1,369
| New | +$72K | ﹤0.01% | 831 |
|
|
2019
Q3 | – | Sell |
-105,969
| Closed | -$3.32M | – | 841 |
|
|
2019
Q2 | $3.32M | Buy |
105,969
+105,768
| +52,621% | +$3.31M | 0.19% | 101 |
|
|
2019
Q1 | $5.67K | Buy |
+201
| New | +$5.67K | 0.02% | 546 |
|