Trust Company of Vermont’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-300
| Closed | -$35.6K | – | 1089 |
|
|
2024
Q3 | $35.6K | Hold |
300
| – | – | ﹤0.01% | 567 |
|
|
2024
Q2 | $26.9K | Hold |
300
| – | – | ﹤0.01% | 565 |
|
|
2024
Q1 | $24.1K | Hold |
300
| – | – | ﹤0.01% | 588 |
|
|
2023
Q4 | $21K | Sell |
300
-150
| -33% | -$9.41K | ﹤0.01% | 539 |
|
|
2023
Q3 | $26.8K | Hold |
450
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $25.6K | Sell |
450
-70
| -13% | -$3.83K | ﹤0.01% | 554 |
|
|
2023
Q1 | $27.5K | Hold |
520
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $25.9K | Hold |
520
| – | – | ﹤0.01% | 551 |
|
|
2022
Q3 | $23K | Sell |
520
-2
| -0.4% | -$101 | ﹤0.01% | 584 |
|
|
2022
Q2 | $25K | Buy |
+522
| New | +$27.5K | ﹤0.01% | 555 |
|
|
2022
Q1 | – | Sell |
-2,770
| Closed | -$145K | – | 533 |
|
|
2021
Q4 | $145K | Buy |
+2,770
| New | +$131K | 0.01% | 353 |
|
|
2021
Q3 | – | Sell |
-3,120
| Closed | -$132K | – | 514 |
|
|
2021
Q2 | $132K | Hold |
3,120
| – | – | 0.01% | 357 |
|
|
2021
Q1 | $115K | Sell |
3,120
-65
| -2% | -$2.17K | 0.01% | 363 |
|
|
2020
Q4 | $94K | Sell |
3,185
-165
| -5% | -$4.58K | 0.01% | 384 |
|
|
2020
Q3 | $90K | Hold |
3,350
| – | – | 0.01% | 368 |
|
|
2020
Q2 | $87K | Sell |
3,350
-50
| -1% | -$1.26K | 0.01% | 371 |
|
|
2020
Q1 | $81K | Buy |
3,400
+150
| +5% | +$4.54K | 0.01% | 378 |
|
|
2019
Q4 | $104K | Buy |
3,250
+300
| +10% | +$9.84K | 0.01% | 380 |
|
|
2019
Q3 | $96K | Hold |
2,950
| – | – | 0.01% | 405 |
|
|
2019
Q2 | $92K | Buy |
2,950
+300
| +11% | +$9.83K | 0.01% | 407 |
|
|
2019
Q1 | $94K | Buy |
2,650
+2,575
| +3,433% | +$91K | 0.01% | 403 |
|
|
2018
Q4 | $2K | Sell |
75
-190
| -72% | -$6.23K | ﹤0.01% | 927 |
|
|
2018
Q3 | $9K | Hold |
265
| – | – | ﹤0.01% | 828 |
|
|
2018
Q2 | $9K | Buy |
+265
| New | +$8.95K | ﹤0.01% | 850 |
|
|
2016
Q1 | – | Sell |
-509
| Closed | -$14K | – | 751 |
|
|
2015
Q4 | $14K | Hold |
509
| – | – | ﹤0.01% | 582 |
|
|
2015
Q3 | $16K | Hold |
509
| – | – | ﹤0.01% | 567 |
|
|
2015
Q2 | $16K | Hold |
509
| – | – | ﹤0.01% | 586 |
|
|
2015
Q1 | $19K | Hold |
509
| – | – | ﹤0.01% | 557 |
|
|
2014
Q4 | $20K | Buy |
509
+34
| +7% | +$1.24K | ﹤0.01% | 550 |
|
|
2014
Q3 | $16K | Buy |
+475
| New | +$15.4K | ﹤0.01% | 586 |
|
Other funds holding IRM
Trust Company of Vermont's IRM Position: Q4 2024 in Review
Trust Company of Vermont sold out of Iron Mountain (IRM) in Q4 2024, closing a stake of 300 shares — an estimated $35.6K sold.
Trust Company of Vermont first reported a position in IRM in Q3 2014 and held it in 30 quarters. The position peaked at $145K in Q4 2021. 1,065 funds tracked by Wall St. Rank hold IRM as of Q4 2024.
- Trust Company of Vermont reported no remaining Iron Mountain position as of Q4 2024 after selling out during the quarter.
- Trust Company of Vermont sold 300 Iron Mountain shares in Q4 2024, an estimated $35.6K.
- Trust Company of Vermont first reported a position in Iron Mountain in Q3 2014 and held it in 30 quarters.
- Trust Company of Vermont's Iron Mountain position peaked at $145K in Q4 2021.
- 1,065 funds tracked by Wall St. Rank held Iron Mountain as of Q4 2024.
Based on Trust Company of Vermont's 13F filing for Q4 2024, filed 15 Jan 2025.