TIA
Trust Investment Advisors’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
17,081
-1,338
| -7% | -$137K | 1.06% | 26 |
|
|
2025
Q1 | $1.58M | Buy |
18,419
+256
| +1% | +$22K | 1.02% | 34 |
|
|
2024
Q4 | $1.91M | Buy |
18,163
+1,860
| +11% | +$196K | 1.22% | 21 |
|
|
2024
Q3 | $1.94M | Sell |
16,303
-2,606
| -14% | -$310K | 1.23% | 20 |
|
|
2024
Q2 | $1.69M | Sell |
18,909
-464
| -2% | -$41.6K | 1.08% | 25 |
|
|
2024
Q1 | $1.55M | Sell |
19,373
-166
| -0.8% | -$13.3K | 1.12% | 27 |
|
|
2023
Q4 | $1.37M | Sell |
19,539
-33
| -0.2% | -$2.31K | 1.07% | 32 |
|
|
2023
Q3 | $1.16M | Sell |
19,572
-894
| -4% | -$53.1K | 1% | 38 |
|
|
2023
Q2 | $1.16M | Buy |
20,466
+32
| +0.2% | +$1.82K | 0.94% | 45 |
|
|
2023
Q1 | $1.08M | Sell |
20,434
-475
| -2% | -$25.1K | 0.97% | 46 |
|
|
2022
Q4 | $1.04M | Sell |
20,909
-318
| -1% | -$15.9K | 0.98% | 46 |
|
|
2022
Q3 | $933K | Buy |
21,227
+12
| +0.1% | +$527 | 0.97% | 48 |
|
|
2022
Q2 | $1.03M | Sell |
21,215
-556
| -3% | -$27.1K | 0.99% | 45 |
|
|
2022
Q1 | $1.21M | Buy |
21,771
+328
| +2% | +$18.2K | 0.98% | 46 |
|
|
2021
Q4 | $1.12M | Buy |
21,443
+1,257
| +6% | +$65.8K | 0.88% | 51 |
|
|
2021
Q3 | $877K | Sell |
20,186
-123
| -0.6% | -$5.34K | 0.78% | 58 |
|
|
2021
Q2 | $859K | Buy |
20,309
+869
| +4% | +$36.8K | 0.76% | 58 |
|
|
2021
Q1 | $719K | Sell |
19,440
-65
| -0.3% | -$2.4K | 0.71% | 60 |
|
|
2020
Q4 | $575K | Buy |
19,505
+340
| +2% | +$10K | 0.58% | 64 |
|
|
2020
Q3 | $513K | Buy |
19,165
+1,400
| +8% | +$37.5K | 0.6% | 60 |
|
|
2020
Q2 | $464K | Sell |
17,765
-1,300
| -7% | -$34K | 0.59% | 64 |
|
|
2020
Q1 | $454K | Buy |
19,065
+4,550
| +31% | +$108K | 0.75% | 49 |
|
|
2019
Q4 | $463K | Sell |
14,515
-10,000
| -41% | -$319K | 0.58% | 65 |
|
|
2019
Q3 | $794K | Sell |
24,515
-900
| -4% | -$29.2K | 1.03% | 48 |
|
|
2019
Q2 | $795K | Sell |
25,415
-3,000
| -11% | -$93.8K | 1% | 50 |
|
|
2019
Q1 | $1.01M | Buy |
28,415
+575
| +2% | +$20.4K | 1.19% | 34 |
|
|
2018
Q4 | $902K | Sell |
27,840
-2,000
| -7% | -$64.8K | 1.14% | 36 |
|
|
2018
Q3 | $1.03M | Buy |
29,840
+700
| +2% | +$24.2K | 1.06% | 44 |
|
|
2018
Q2 | $1.02M | Hold |
29,140
| – | – | 1.12% | 42 |
|
|
2018
Q1 | $958K | Sell |
29,140
-2,400
| -8% | -$78.9K | 1.1% | 44 |
|
|
2017
Q4 | $1.19M | Sell |
31,540
-500
| -2% | -$18.9K | 1.32% | 32 |
|
|
2017
Q3 | $1.25M | Sell |
32,040
-5,050
| -14% | -$196K | 1.41% | 27 |
|
|
2017
Q2 | $1.27M | Buy |
37,090
+115
| +0.3% | +$3.95K | 1.37% | 26 |
|
|
2017
Q1 | $1.32M | Buy |
36,975
+9,300
| +34% | +$332K | 1.42% | 29 |
|
|
2016
Q4 | $899K | Sell |
27,675
-9,500
| -26% | -$309K | 1.02% | 47 |
|
|
2016
Q3 | $1.4M | Sell |
37,175
-2,600
| -7% | -$97.6K | 1.59% | 13 |
|
|
2016
Q2 | $1.58M | Buy |
+39,775
| New | +$1.58M | 1.86% | 9 |
|