Somerset 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 | $587K | Buy |
5,721
+220
| +4% | +$22.6K | 0.19% | 85 |
|
|
2025
Q1 | $473K | Buy |
5,501
+816
| +17% | +$70.2K | 0.17% | 94 |
|
|
2024
Q4 | $492K | Buy |
4,685
+1,040
| +29% | +$109K | 0.19% | 87 |
|
|
2024
Q3 | $433K | Sell |
3,645
-97
| -3% | -$11.5K | 0.16% | 96 |
|
|
2024
Q2 | $335K | Buy |
3,742
+447
| +14% | +$40.1K | 0.14% | 108 |
|
|
2024
Q1 | $264K | Buy |
+3,295
| New | +$264K | 0.11% | 121 |
|
|
2023
Q4 | – | Sell |
-3,938
| Closed | -$234K | – | 141 |
|
|
2023
Q3 | $234K | Buy |
+3,938
| New | +$234K | 0.11% | 130 |
|