United Services Automobile Association’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-7,308
| Closed | -$622K | – | 514 |
|
|
2025
Q1 | $622K | Buy |
+7,308
| New | +$704K | 0.02% | 436 |
|
|
2024
Q3 | – | Sell |
-10,354
| Closed | -$928K | – | 420 |
|
|
2024
Q2 | $928K | Sell |
10,354
-724
| -7% | -$58.6K | 0.02% | 235 |
|
|
2024
Q1 | $889K | Buy |
+11,078
| New | +$802K | 0.02% | 251 |
|
|
2023
Q1 | – | Sell |
-10,601
| Closed | -$528K | – | 432 |
|
|
2022
Q4 | $528K | Hold |
10,601
| – | – | 0.01% | 416 |
|
|
2022
Q3 | $466K | Hold |
10,601
| – | – | 0.01% | 435 |
|
|
2022
Q2 | $516K | Buy |
+10,601
| New | +$558K | 0.01% | 412 |
|
|
2020
Q2 | – | Sell |
-78,339
| Closed | -$1.86M | – | 230 |
|
|
2020
Q1 | $1.86M | Buy |
78,339
+5,324
| +7% | +$161K | 0.02% | 199 |
|
|
2019
Q4 | $2.33M | Buy |
73,015
+690
| +1% | +$22.6K | 0.03% | 220 |
|
|
2019
Q3 | $2.34M | Sell |
72,325
-626,699
| -90% | -$19.7M | 0.03% | 227 |
|
|
2019
Q2 | $21.9M | Buy |
699,024
+8,799
| +1% | +$288K | 0.05% | 340 |
|
|
2019
Q1 | $24.5M | Sell |
690,225
-1,951
| -0.3% | -$68.9K | 0.06% | 317 |
|
|
2018
Q4 | $22.4M | Buy |
692,176
+63,827
| +10% | +$2.09M | 0.07% | 306 |
|
|
2018
Q3 | $21.7M | Sell |
628,349
-32,342
| -5% | -$1.15M | 0.05% | 343 |
|
|
2018
Q2 | $23.1M | Sell |
660,691
-28,624
| -4% | -$967K | 0.06% | 319 |
|
|
2018
Q1 | $22.7M | Sell |
689,315
-8,351
| -1% | -$281K | 0.06% | 322 |
|
|
2017
Q4 | $26.3M | Buy |
697,666
+7,614
| +1% | +$302K | 0.07% | 296 |
|
|
2017
Q3 | $26.8M | Sell |
690,052
-5,246
| -0.8% | -$196K | 0.08% | 275 |
|
|
2017
Q2 | $23.9M | Sell |
695,298
-9,693
| -1% | -$339K | 0.07% | 291 |
|
|
2017
Q1 | $25.1M | Sell |
704,991
-22,201
| -3% | -$786K | 0.08% | 281 |
|
|
2016
Q4 | $23.6M | Sell |
727,192
-24,353
| -3% | -$810K | 0.08% | 281 |
|
|
2016
Q3 | $28.2M | Sell |
751,545
-247,134
| -25% | -$9.53M | 0.1% | 250 |
|
|
2016
Q2 | $39.8M | Buy |
998,679
+214
| +0% | +$7.79K | 0.14% | 184 |
|
|
2016
Q1 | $33.9M | Buy |
998,465
+1,278
| +0.1% | +$36.7K | 0.12% | 204 |
|
|
2015
Q4 | $26.9M | Buy |
997,187
+29,300
| +3% | +$859K | 0.1% | 244 |
|
|
2015
Q3 | $30M | Buy |
967,887
+318,343
| +49% | +$9.5M | 0.11% | 216 |
|
|
2015
Q2 | $20.1M | Buy |
649,544
+419,955
| +183% | +$14.7M | 0.07% | 304 |
|
|
2015
Q1 | $8.38M | Buy |
229,589
+178,408
| +349% | +$6.89M | 0.03% | 557 |
|
|
2014
Q4 | $1.98M | Buy |
51,181
+4,706
| +10% | +$171K | 0.01% | 978 |
|
|
2014
Q3 | $1.52M | Sell |
46,475
-3,811
| -8% | -$124K | 0.01% | 1009 |
|
|
2014
Q2 | $1.65M | Buy |
50,286
+154
| +0.3% | +$4.18K | 0.01% | 991 |
|
|
2014
Q1 | $1.28M | Buy |
50,132
+1,877
| +4% | +$48K | 0.01% | 1038 |
|
|
2013
Q4 | $1.35M | Hold |
48,255
| – | – | 0.01% | 1026 |
|
|
2013
Q3 | $1.21M | Hold |
48,255
| – | – | 0.01% | 1023 |
|
|
2013
Q2 | $1.19M | Buy |
+48,255
| New | +$1.56M | 0.01% | 989 |
|
Other funds holding IRM
