UBS AM’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 | $46.5M | Buy |
453,029
+30,606
| +7% | +$3.14M | 0.01% | 722 |
|
|
2025
Q1 | $36.3M | Sell |
422,423
-3,800
| -0.9% | -$327K | 0.01% | 756 |
|
|
2024
Q4 | $44.8M | Sell |
426,223
-2,744,327
| -87% | -$288M | 0.01% | 692 |
|
|
2024
Q3 | $377M | Buy |
3,170,550
+2,672,821
| +537% | +$318M | 0.1% | 194 |
|
|
2024
Q2 | $44.6M | Sell |
497,729
-1,044,438
| -68% | -$93.6M | 0.01% | 644 |
|
|
2024
Q1 | $124M | Sell |
1,542,167
-88,956
| -5% | -$7.14M | 0.04% | 389 |
|
|
2023
Q4 | $114M | Buy |
1,631,123
+116,003
| +8% | +$8.12M | 0.04% | 397 |
|
|
2023
Q3 | $90.1M | Buy |
1,515,120
+477,444
| +46% | +$28.4M | 0.04% | 430 |
|
|
2023
Q2 | $54.9M | Hold |
1,037,676
| – | – | 0.03% | 534 |
|
|
2023
Q1 | $54.9M | Buy |
1,037,676
+29,008
| +3% | +$1.53M | 0.03% | 534 |
|
|
2022
Q4 | $50.3M | Buy |
1,008,668
+18,512
| +2% | +$923K | 0.03% | 540 |
|
|
2022
Q3 | $43.5M | Sell |
990,156
-91,679
| -8% | -$4.03M | 0.02% | 591 |
|
|
2022
Q2 | $52.7M | Sell |
1,081,835
-85,268
| -7% | -$4.15M | 0.03% | 538 |
|
|
2022
Q1 | $64.7M | Sell |
1,167,103
-47,822
| -4% | -$2.65M | 0.03% | 547 |
|
|
2021
Q4 | $63.6M | Sell |
1,214,925
-3,651
| -0.3% | -$191K | 0.02% | 602 |
|
|
2021
Q3 | $52.9M | Sell |
1,218,576
-199,932
| -14% | -$8.69M | 0.02% | 605 |
|
|
2021
Q2 | $60M | Sell |
1,418,508
-363,357
| -20% | -$15.4M | 0.03% | 597 |
|
|
2021
Q1 | $65.9M | Buy |
1,781,865
+32,576
| +2% | +$1.21M | 0.03% | 550 |
|
|
2020
Q4 | $51.6M | Buy |
1,749,289
+111,887
| +7% | +$3.3M | 0.02% | 604 |
|
|
2020
Q3 | $43.9M | Buy |
1,637,402
+39,874
| +2% | +$1.07M | 0.02% | 569 |
|
|
2020
Q2 | $41.7M | Sell |
1,597,528
-171,744
| -10% | -$4.48M | 0.03% | 553 |
|
|
2020
Q1 | $42.1M | Buy |
1,769,272
+423,140
| +31% | +$10.1M | 0.03% | 500 |
|
|
2019
Q4 | $42.9M | Buy |
1,346,132
+55,511
| +4% | +$1.77M | 0.03% | 575 |
|
|
2019
Q3 | $41.8M | Sell |
1,290,621
-15,482
| -1% | -$501K | 0.03% | 572 |
|
|
2019
Q2 | $40.9M | Buy |
1,306,103
+98,057
| +8% | +$3.07M | 0.03% | 583 |
|
|
2019
Q1 | $42.8M | Buy |
1,208,046
+46,017
| +4% | +$1.63M | 0.03% | 539 |
|
|
2018
Q4 | $37.7M | Buy |
1,162,029
+60,278
| +5% | +$1.95M | 0.03% | 539 |
|
|
2018
Q3 | $38M | Buy |
1,101,751
+27,027
| +3% | +$933K | 0.03% | 587 |
|
|
2018
Q2 | $37.6M | Sell |
1,074,724
-10,650
| -1% | -$373K | 0.03% | 597 |
|
|
2018
Q1 | $35.7M | Buy |
1,085,374
+166,031
| +18% | +$5.46M | 0.03% | 603 |
|
|
2017
Q4 | $34.7M | Buy |
919,343
+91,681
| +11% | +$3.46M | 0.03% | 577 |
|
|
2017
Q3 | $32.2M | Buy |
827,662
+22,528
| +3% | +$876K | 0.03% | 578 |
|
|
2017
Q2 | $27.7M | Buy |
805,134
+65,216
| +9% | +$2.24M | 0.03% | 619 |
|
|
2017
Q1 | $26.4M | Buy |
739,918
+66,978
| +10% | +$2.39M | 0.03% | 615 |
|
|
2016
Q4 | $21.9M | Buy |
672,940
+9,074
| +1% | +$295K | 0.02% | 647 |
|
|
2016
Q3 | $24.9M | Sell |
663,866
-55,980
| -8% | -$2.1M | 0.03% | 601 |
|
|
2016
Q2 | $28.7M | Buy |
719,846
+254,908
| +55% | +$10.2M | 0.03% | 530 |
|
|
2016
Q1 | $15.8M | Sell |
464,938
-13,545
| -3% | -$459K | 0.02% | 739 |
|
|
2015
Q4 | $12.9M | Sell |
478,483
-103,055
| -18% | -$2.78M | 0.01% | 807 |
|
|
2015
Q3 | $18M | Sell |
581,538
-5,472
| -0.9% | -$170K | 0.02% | 708 |
|
|
2015
Q2 | $18.2M | Buy |
587,010
+35,161
| +6% | +$1.09M | 0.02% | 746 |
|
|
2015
Q1 | $20.1M | Sell |
551,849
-24,191
| -4% | -$883K | 0.02% | 699 |
|
|
2014
Q4 | $22.3M | Buy |
576,040
+27,862
| +5% | +$1.08M | 0.02% | 669 |
|
|
2014
Q3 | $17.9M | Sell |
548,178
-35,656
| -6% | -$1.16M | 0.02% | 715 |
|
|
2014
Q2 | $19.1M | Buy |
583,834
+30,333
| +5% | +$994K | 0.02% | 694 |
|
|
2014
Q1 | $14.1M | Buy |
553,501
+62,213
| +13% | +$1.59M | 0.02% | 748 |
|
|
2013
Q4 | $13.8M | Sell |
491,288
-2,864
| -0.6% | -$80.3K | 0.02% | 736 |
|
|
2013
Q3 | $12.3M | Buy |
494,152
+17,292
| +4% | +$432K | 0.02% | 741 |
|
|
2013
Q2 | $11.7M | Buy |
+476,860
| New | +$11.7M | 0.02% | 724 |
|