SVB Wealth’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 | $843K | Sell |
8,222
-1,658
| -17% | -$170K | 0.05% | 245 |
|
|
2025
Q1 | $850K | Sell |
9,880
-998
| -9% | -$85.9K | 0.03% | 169 |
|
|
2024
Q4 | $1.14M | Buy |
+10,878
| New | +$1.14M | 0.02% | 294 |
|
|
2024
Q3 | – | Sell |
-15,139
| Closed | -$1.36M | – | 307 |
|
|
2024
Q2 | $1.36M | Buy |
15,139
+212
| +1% | +$19K | 0.03% | 267 |
|
|
2024
Q1 | $1.2M | Sell |
14,927
-7,946
| -35% | -$637K | 0.03% | 314 |
|
|
2023
Q4 | $1.6M | Sell |
22,873
-407
| -2% | -$28.5K | 0.04% | 270 |
|
|
2023
Q3 | $1.38M | Sell |
23,280
-5,120
| -18% | -$304K | 0.03% | 274 |
|
|
2023
Q2 | $1.61M | Sell |
28,400
-3,266
| -10% | -$186K | 0.03% | 266 |
|
|
2023
Q1 | $1.68M | Sell |
31,666
-4,697
| -13% | -$249K | 0.02% | 298 |
|
|
2022
Q4 | $1.81M | Buy |
36,363
+4,262
| +13% | +$212K | 0.02% | 284 |
|
|
2022
Q3 | $1.41M | Buy |
32,101
+3,950
| +14% | +$174K | 0.02% | 309 |
|
|
2022
Q2 | $1.37M | Buy |
28,151
+269
| +1% | +$13.1K | 0.02% | 267 |
|
|
2022
Q1 | $1.55M | Buy |
27,882
+11,155
| +67% | +$618K | 0.02% | 261 |
|
|
2021
Q4 | $875K | Sell |
16,727
-1,268
| -7% | -$66.3K | 0.01% | 328 |
|
|
2021
Q3 | $782K | Buy |
17,995
+12,543
| +230% | +$545K | 0.01% | 456 |
|
|
2021
Q2 | $230K | Sell |
5,452
-11,361
| -68% | -$479K | ﹤0.01% | 857 |
|
|
2021
Q1 | $622K | Buy |
16,813
+5,894
| +54% | +$218K | 0.01% | 466 |
|
|
2020
Q4 | $322K | Buy |
+10,919
| New | +$322K | ﹤0.01% | 598 |
|
|
2017
Q2 | – | Sell |
-11,478
| Closed | -$409K | – | 491 |
|
|
2017
Q1 | $409K | Sell |
11,478
-1,700
| -13% | -$60.6K | 0.02% | 379 |
|
|
2016
Q4 | $428K | Buy |
13,178
+52
| +0.4% | +$1.69K | 0.02% | 368 |
|
|
2016
Q3 | $493K | Buy |
13,126
+6,179
| +89% | +$232K | 0.02% | 343 |
|
|
2016
Q2 | $277K | Buy |
+6,947
| New | +$277K | 0.01% | 439 |
|