TTWM
TCV Trust & Wealth Management’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Sell |
140,427
-1,842
| -1% | -$189K | 1.26% | 28 |
|
|
2025
Q1 | $12.2M | Sell |
142,269
-3,462
| -2% | -$298K | 1.13% | 33 |
|
|
2024
Q4 | $15.3M | Sell |
145,731
-6,778
| -4% | -$712K | 1.42% | 23 |
|
|
2024
Q3 | $18.1M | Sell |
152,509
-12,603
| -8% | -$1.5M | 1.62% | 16 |
|
|
2024
Q2 | $14.8M | Sell |
165,112
-2,660
| -2% | -$238K | 1.41% | 28 |
|
|
2024
Q1 | $13.5M | Sell |
167,772
-2,635
| -2% | -$211K | 1.29% | 32 |
|
|
2023
Q4 | $11.9M | Sell |
170,407
-1,915
| -1% | -$134K | 1.2% | 34 |
|
|
2023
Q3 | $10.2M | Sell |
172,322
-378
| -0.2% | -$22.5K | 1.13% | 33 |
|
|
2023
Q2 | $9.81M | Sell |
172,700
-4,749
| -3% | -$270K | 1.04% | 36 |
|
|
2023
Q1 | $9.39M | Buy |
177,449
+1,032
| +0.6% | +$54.6K | 1.04% | 36 |
|
|
2022
Q4 | $8.79M | Buy |
176,417
+5,648
| +3% | +$282K | 1% | 38 |
|
|
2022
Q3 | $7.51M | Buy |
170,769
+4,920
| +3% | +$216K | 0.96% | 41 |
|
|
2022
Q2 | $8.08M | Buy |
165,849
+3,531
| +2% | +$172K | 0.97% | 40 |
|
|
2022
Q1 | $8.99M | Buy |
162,318
+2,050
| +1% | +$114K | 0.96% | 39 |
|
|
2021
Q4 | $8.39M | Buy |
160,268
+1,210
| +0.8% | +$63.3K | 0.84% | 44 |
|
|
2021
Q3 | $6.91M | Sell |
159,058
-52
| -0% | -$2.26K | 0.77% | 49 |
|
|
2021
Q2 | $6.73M | Sell |
159,110
-2,103
| -1% | -$89K | 0.74% | 51 |
|
|
2021
Q1 | $5.97M | Sell |
161,213
-1,008
| -0.6% | -$37.3K | 0.69% | 51 |
|
|
2020
Q4 | $4.78M | Sell |
162,221
-7,688
| -5% | -$227K | 0.58% | 55 |
|
|
2020
Q3 | $4.55M | Buy |
169,909
+1,626
| +1% | +$43.6K | 0.61% | 54 |
|
|
2020
Q2 | $4.39M | Sell |
168,283
-3,723
| -2% | -$97.2K | 0.62% | 53 |
|
|
2020
Q1 | $4.09M | Sell |
172,006
-4,701
| -3% | -$112K | 0.67% | 49 |
|
|
2019
Q4 | $5.63M | Sell |
176,707
-5,120
| -3% | -$163K | 0.68% | 48 |
|
|
2019
Q3 | $5.89M | Buy |
181,827
+4,371
| +2% | +$142K | 0.76% | 44 |
|
|
2019
Q2 | $5.55M | Buy |
177,456
+2,718
| +2% | +$85.1K | 0.72% | 45 |
|
|
2019
Q1 | $6.2M | Sell |
174,738
-2,453
| -1% | -$87K | 0.82% | 41 |
|
|
2018
Q4 | $5.74M | Buy |
177,191
+1,070
| +0.6% | +$34.7K | 0.84% | 38 |
|
|
2018
Q3 | $6.08M | Buy |
176,121
+103
| +0.1% | +$3.56K | 0.81% | 41 |
|
|
2018
Q2 | $6.16M | Buy |
176,018
+3,836
| +2% | +$134K | 0.86% | 39 |
|
|
2018
Q1 | $5.66M | Buy |
172,182
+4,115
| +2% | +$135K | 0.81% | 46 |
|
|
2017
Q4 | $6.34M | Sell |
168,067
-957
| -0.6% | -$36.1K | 0.89% | 42 |
|
|
2017
Q3 | $6.58M | Buy |
169,024
+2,164
| +1% | +$84.2K | 0.97% | 41 |
|
|
2017
Q2 | $5.73M | Buy |
166,860
+3,605
| +2% | +$124K | 0.87% | 44 |
|
|
2017
Q1 | $5.82M | Buy |
163,255
+3,750
| +2% | +$134K | 0.89% | 44 |
|
|
2016
Q4 | $5.18M | Buy |
159,505
+9,787
| +7% | +$318K | 0.84% | 45 |
|
|
2016
Q3 | $5.62M | Buy |
149,718
+4,642
| +3% | +$174K | 0.95% | 42 |
|
|
2016
Q2 | $5.78M | Buy |
145,076
+28,210
| +24% | +$1.12M | 1% | 39 |
|
|
2016
Q1 | $3.96M | Buy |
116,866
+21,771
| +23% | +$738K | 0.71% | 51 |
|
|
2015
Q4 | $2.57M | Buy |
95,095
+4,563
| +5% | +$123K | 0.46% | 61 |
|
|
2015
Q3 | $2.81M | Buy |
90,532
+16,044
| +22% | +$498K | 0.51% | 59 |
|
|
2015
Q2 | $2.31M | Buy |
74,488
+20,174
| +37% | +$626K | 0.38% | 71 |
|
|
2015
Q1 | $1.98M | Buy |
+54,314
| New | +$1.98M | 0.32% | 82 |
|