Smithfield Trust’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 | $3.34M | Hold |
32,569
| – | – | 0.16% | 83 |
|
|
2025
Q1 | $2.8M | Sell |
32,569
-447
| -1% | -$38.4K | 0.14% | 85 |
|
|
2024
Q4 | $3.47M | Buy |
33,016
+5
| +0% | +$526 | 0.17% | 81 |
|
|
2024
Q3 | $3.92M | Sell |
33,011
-242
| -0.7% | -$28.8K | 0.19% | 72 |
|
|
2024
Q2 | $2.98M | Sell |
33,253
-3,778
| -10% | -$339K | 0.16% | 81 |
|
|
2024
Q1 | $2.97M | Sell |
37,031
-13,116
| -26% | -$1.05M | 0.16% | 81 |
|
|
2023
Q4 | $3.51M | Buy |
50,147
+47,025
| +1,506% | +$3.29M | 0.2% | 71 |
|
|
2023
Q3 | $186K | Sell |
3,122
-160
| -5% | -$9.53K | 0.01% | 308 |
|
|
2023
Q2 | $187K | Sell |
3,282
-280
| -8% | -$16K | 0.01% | 321 |
|
|
2023
Q1 | $188K | Sell |
3,562
-200
| -5% | -$10.6K | 0.01% | 304 |
|
|
2022
Q4 | $188K | Sell |
3,762
-286
| -7% | -$14.3K | 0.01% | 297 |
|
|
2022
Q3 | $178K | Sell |
4,048
-1,477
| -27% | -$64.9K | 0.01% | 294 |
|
|
2022
Q2 | $269K | Sell |
5,525
-30
| -0.5% | -$1.46K | 0.02% | 239 |
|
|
2022
Q1 | $309K | Buy |
5,555
+3,635
| +189% | +$202K | 0.02% | 241 |
|
|
2021
Q4 | $100K | Buy |
1,920
+1,420
| +284% | +$74K | 0.01% | 450 |
|
|
2021
Q3 | $21K | Hold |
500
| – | – | ﹤0.01% | 704 |
|
|
2021
Q2 | $21K | Hold |
500
| – | – | ﹤0.01% | 688 |
|
|
2021
Q1 | $19K | Hold |
500
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $15K | Buy |
500
+100
| +25% | +$3K | ﹤0.01% | 736 |
|
|
2020
Q3 | $11K | Hold |
400
| – | – | ﹤0.01% | 749 |
|
|
2020
Q2 | $10K | Buy |
400
+255
| +176% | +$6.38K | ﹤0.01% | 741 |
|
|
2020
Q1 | $3K | Hold |
145
| – | – | ﹤0.01% | 845 |
|
|
2019
Q4 | $5K | Hold |
145
| – | – | ﹤0.01% | 797 |
|
|
2019
Q3 | $5K | Hold |
145
| – | – | ﹤0.01% | 831 |
|
|
2019
Q2 | $5K | Hold |
145
| – | – | ﹤0.01% | 808 |
|
|
2019
Q1 | $5K | Hold |
145
| – | – | ﹤0.01% | 761 |
|
|
2018
Q4 | $5K | Hold |
145
| – | – | ﹤0.01% | 748 |
|
|
2018
Q3 | $5K | Hold |
145
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $5K | Hold |
145
| – | – | ﹤0.01% | 820 |
|
|
2018
Q1 | $5K | Hold |
145
| – | – | ﹤0.01% | 822 |
|
|
2017
Q4 | $5K | Buy |
+145
| New | +$5K | ﹤0.01% | 853 |
|
|
2017
Q2 | – | Sell |
-107
| Closed | -$4K | – | 803 |
|
|
2017
Q1 | $4K | Sell |
107
-2,927
| -96% | -$109K | ﹤0.01% | 754 |
|
|
2016
Q4 | $99K | Hold |
3,034
| – | – | 0.02% | 406 |
|
|
2016
Q3 | $114K | Hold |
3,034
| – | – | 0.02% | 370 |
|
|
2016
Q2 | $121K | Sell |
3,034
-5,360
| -64% | -$214K | 0.02% | 353 |
|
|
2016
Q1 | $285K | Sell |
8,394
-70
| -0.8% | -$2.38K | 0.06% | 199 |
|
|
2015
Q4 | $229K | Hold |
8,464
| – | – | 0.05% | 246 |
|
|
2015
Q3 | $263K | Buy |
8,464
+5,430
| +179% | +$169K | 0.06% | 215 |
|
|
2015
Q2 | $94K | Hold |
3,034
| – | – | 0.02% | 396 |
|
|
2015
Q1 | $111K | Sell |
3,034
-232
| -7% | -$8.49K | 0.02% | 386 |
|
|
2014
Q4 | $126K | Buy |
3,266
+219
| +7% | +$8.45K | 0.03% | 360 |
|
|
2014
Q3 | $99K | Sell |
3,047
-250
| -8% | -$8.12K | 0.02% | 396 |
|
|
2014
Q2 | $108K | Hold |
3,297
| – | – | 0.02% | 430 |
|
|
2014
Q1 | $84K | Hold |
3,297
| – | – | 0.02% | 466 |
|
|
2013
Q4 | $93K | Hold |
3,297
| – | – | 0.02% | 446 |
|
|
2013
Q3 | $83K | Hold |
3,297
| – | – | 0.02% | 434 |
|
|
2013
Q2 | $81K | Buy |
+3,297
| New | +$81K | 0.02% | 426 |
|