Stevens 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 | $284K | Buy |
+2,769
| New | +$284K | 0.08% | 186 |
|
|
2025
Q1 | – | Sell |
-3,564
| Closed | -$375K | – | 328 |
|
|
2024
Q4 | $375K | Buy |
3,564
+1,806
| +103% | +$190K | 0.15% | 181 |
|
|
2024
Q3 | $209K | Sell |
1,758
-487
| -22% | -$57.9K | 0.03% | 201 |
|
|
2024
Q2 | $201K | Buy |
+2,245
| New | +$201K | 0.07% | 209 |
|
|
2024
Q1 | – | Sell |
-5,903
| Closed | -$413K | – | 313 |
|
|
2023
Q4 | $413K | Buy |
+5,903
| New | +$413K | 0.1% | 172 |
|
|
2023
Q2 | – | Sell |
-5,934
| Closed | -$314K | – | 275 |
|
|
2023
Q1 | $314K | Sell |
5,934
-139
| -2% | -$7.36K | 0.08% | 153 |
|
|
2022
Q4 | $303K | Buy |
6,073
+865
| +17% | +$43.2K | 0.19% | 87 |
|
|
2022
Q3 | $229K | Buy |
+5,208
| New | +$229K | 0.15% | 118 |
|
|
2021
Q3 | – | Sell |
-5,025
| Closed | -$213K | – | 216 |
|
|
2021
Q2 | $213K | Buy |
+5,025
| New | +$213K | 0.06% | 186 |
|
|
2020
Q1 | – | Sell |
-47,272
| Closed | -$1.51M | – | 215 |
|
|
2019
Q4 | $1.51M | Sell |
47,272
-13,632
| -22% | -$435K | 0.14% | 166 |
|
|
2019
Q3 | $1.97M | Buy |
60,904
+34,804
| +133% | +$1.13M | 0.18% | 152 |
|
|
2019
Q2 | $817K | Sell |
26,100
-125,677
| -83% | -$3.93M | 0.04% | 398 |
|
|
2019
Q1 | $5.38M | Sell |
151,777
-52,758
| -26% | -$1.87M | 0.23% | 140 |
|
|
2018
Q4 | $6.63M | Buy |
204,535
+87,101
| +74% | +$2.82M | 0.34% | 86 |
|
|
2018
Q3 | $4.05M | Buy |
117,434
+7,669
| +7% | +$265K | 0.15% | 182 |
|
|
2018
Q2 | $3.84M | Buy |
+109,765
| New | +$3.84M | 0.14% | 179 |
|
|
2017
Q1 | – | Sell |
-57,177
| Closed | -$1.86M | – | 975 |
|
|
2016
Q4 | $1.86M | Buy |
+57,177
| New | +$1.86M | 0.08% | 327 |
|
|
2016
Q2 | – | Sell |
-69,492
| Closed | -$2.36M | – | 1002 |
|
|
2016
Q1 | $2.36M | Sell |
69,492
-166,763
| -71% | -$5.65M | 0.09% | 259 |
|
|
2015
Q4 | $6.38M | Buy |
236,255
+226,600
| +2,347% | +$6.12M | 0.25% | 118 |
|
|
2015
Q3 | $299K | Sell |
9,655
-5,933
| -38% | -$184K | 0.01% | 699 |
|
|
2015
Q2 | $483K | Sell |
15,588
-2,859
| -15% | -$88.6K | 0.02% | 623 |
|
|
2015
Q1 | $673K | Buy |
+18,447
| New | +$673K | 0.02% | 505 |
|
|
2014
Q3 | – | Sell |
-42,121
| Closed | -$1.38M | – | 1120 |
|
|
2014
Q2 | $1.38M | Sell |
42,121
-65,327
| -61% | -$2.14M | 0.04% | 436 |
|
|
2014
Q1 | $2.74M | Buy |
+107,448
| New | +$2.74M | 0.07% | 285 |
|