Washington Trust’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 | $573K | Hold |
5,586
| – | – | 0.02% | 177 |
|
|
2025
Q1 | $481K | Sell |
5,586
-1,300
| -19% | -$112K | 0.02% | 185 |
|
|
2024
Q4 | $724K | Hold |
6,886
| – | – | 0.03% | 166 |
|
|
2024
Q3 | $818K | Sell |
6,886
-125
| -2% | -$14.9K | 0.03% | 163 |
|
|
2024
Q2 | $628K | Buy |
7,011
+250
| +4% | +$22.4K | 0.02% | 183 |
|
|
2024
Q1 | $542K | Hold |
6,761
| – | – | 0.02% | 192 |
|
|
2023
Q4 | $473K | Buy |
6,761
+3,195
| +90% | +$224K | 0.02% | 195 |
|
|
2023
Q3 | $212K | Hold |
3,566
| – | – | 0.01% | 240 |
|
|
2023
Q2 | $203K | Sell |
3,566
-1,766
| -33% | -$100K | 0.01% | 251 |
|
|
2023
Q1 | $282K | Sell |
5,332
-70
| -1% | -$3.7K | 0.01% | 225 |
|
|
2022
Q4 | $269K | Hold |
5,402
| – | – | 0.01% | 224 |
|
|
2022
Q3 | $237K | Hold |
5,402
| – | – | 0.01% | 223 |
|
|
2022
Q2 | $263K | Hold |
5,402
| – | – | 0.01% | 216 |
|
|
2022
Q1 | $299K | Hold |
5,402
| – | – | 0.01% | 220 |
|
|
2021
Q4 | $283K | Hold |
5,402
| – | – | 0.01% | 223 |
|
|
2021
Q3 | $234K | Hold |
5,402
| – | – | 0.01% | 288 |
|
|
2021
Q2 | $229K | Hold |
5,402
| – | – | 0.01% | 289 |
|
|
2021
Q1 | $200K | Hold |
5,402
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $159K | Buy |
5,402
+93
| +2% | +$2.74K | 0.01% | 315 |
|
|
2020
Q3 | $142K | Hold |
5,309
| – | – | 0.01% | 299 |
|
|
2020
Q2 | $136K | Sell |
5,309
-3,610
| -40% | -$92.5K | 0.01% | 268 |
|
|
2020
Q1 | $212K | Sell |
8,919
-1,742
| -16% | -$41.4K | 0.01% | 247 |
|
|
2019
Q4 | $339K | Buy |
10,661
+3,566
| +50% | +$113K | 0.01% | 178 |
|
|
2019
Q3 | $233K | Sell |
7,095
-3,566
| -33% | -$117K | 0.01% | 208 |
|
|
2019
Q2 | $334K | Buy |
10,661
+3,566
| +50% | +$112K | 0.02% | 195 |
|
|
2019
Q1 | $220K | Hold |
7,095
| – | – | 0.01% | 208 |
|
|
2018
Q4 | $230K | Buy |
+7,095
| New | +$230K | 0.01% | 200 |
|
|
2018
Q3 | – | Sell |
-3,691
| Closed | -$129K | – | 512 |
|
|
2018
Q2 | $129K | Buy |
+3,691
| New | +$129K | 0.01% | 283 |
|