WF
Welch & Forbes’s Iron Mountain IRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6M | Sell |
668,938
-5,104
| -0.8% | -$524K | 0.86% | 37 |
|
|
2025
Q1 | $58M | Sell |
674,042
-5,720
| -0.8% | -$492K | 0.76% | 42 |
|
|
2024
Q4 | $71.4M | Sell |
679,762
-7,707
| -1% | -$810K | 0.92% | 34 |
|
|
2024
Q3 | $81.7M | Sell |
687,469
-24,416
| -3% | -$2.9M | 1.04% | 31 |
|
|
2024
Q2 | $66M | Sell |
711,885
-15,756
| -2% | -$1.46M | 0.88% | 33 |
|
|
2024
Q1 | $58.4M | Sell |
727,641
-3,937
| -0.5% | -$316K | 0.8% | 39 |
|
|
2023
Q4 | $51.2M | Sell |
731,578
-6,116
| -0.8% | -$428K | 0.77% | 41 |
|
|
2023
Q3 | $43.9M | Sell |
737,694
-6,830
| -0.9% | -$406K | 0.73% | 44 |
|
|
2023
Q2 | $42.3M | Sell |
744,524
-161
| -0% | -$9.15K | 0.67% | 46 |
|
|
2023
Q1 | $39.4M | Sell |
744,685
-5,460
| -0.7% | -$289K | 0.67% | 44 |
|
|
2022
Q4 | $37.4M | Buy |
750,145
+12,087
| +2% | +$603K | 0.67% | 45 |
|
|
2022
Q3 | $32.5M | Sell |
738,058
-991
| -0.1% | -$43.6K | 0.63% | 45 |
|
|
2022
Q2 | $36M | Sell |
739,049
-7,997
| -1% | -$389K | 0.66% | 47 |
|
|
2022
Q1 | $41.4M | Buy |
747,046
+27,237
| +4% | +$1.51M | 0.65% | 46 |
|
|
2021
Q4 | $37.7M | Sell |
719,809
-2,517
| -0.3% | -$132K | 0.56% | 49 |
|
|
2021
Q3 | $31.4M | Buy |
722,326
+2,843
| +0.4% | +$124K | 0.52% | 51 |
|
|
2021
Q2 | $30.4M | Sell |
719,483
-416
| -0.1% | -$17.6K | 0.51% | 54 |
|
|
2021
Q1 | $26.6M | Buy |
719,899
+307
| +0% | +$11.4K | 0.49% | 55 |
|
|
2020
Q4 | $21.2M | Buy |
719,592
+8,261
| +1% | +$244K | 0.42% | 67 |
|
|
2020
Q3 | $19.1M | Sell |
711,331
-9,270
| -1% | -$248K | 0.41% | 65 |
|
|
2020
Q2 | $18.8M | Sell |
720,601
-176,282
| -20% | -$4.6M | 0.44% | 63 |
|
|
2020
Q1 | $21.3M | Sell |
896,883
-73,582
| -8% | -$1.75M | 0.6% | 51 |
|
|
2019
Q4 | $30.9M | Buy |
970,465
+23,753
| +3% | +$757K | 0.69% | 48 |
|
|
2019
Q3 | $30.7M | Sell |
946,712
-61
| -0% | -$1.98K | 0.73% | 45 |
|
|
2019
Q2 | $29.6M | Sell |
946,773
-32,126
| -3% | -$1.01M | 0.72% | 45 |
|
|
2019
Q1 | $34.7M | Sell |
978,899
-3,864
| -0.4% | -$137K | 0.87% | 38 |
|
|
2018
Q4 | $31.9M | Sell |
982,763
-19,887
| -2% | -$645K | 0.9% | 39 |
|
|
2018
Q3 | $34.6M | Sell |
1,002,650
-5,754
| -0.6% | -$199K | 0.83% | 41 |
|
|
2018
Q2 | $35.3M | Sell |
1,008,404
-22,092
| -2% | -$773K | 0.91% | 38 |
|
|
2018
Q1 | $33.9M | Sell |
1,030,496
-9,400
| -0.9% | -$309K | 0.87% | 39 |
|
|
2017
Q4 | $39.2M | Sell |
1,039,896
-50,236
| -5% | -$1.9M | 1.05% | 32 |
|
|
2017
Q3 | $42.4M | Sell |
1,090,132
-12,821
| -1% | -$499K | 1.12% | 26 |
|
|
2017
Q2 | $37.9M | Sell |
1,102,953
-19,404
| -2% | -$667K | 1.06% | 29 |
|
|
2017
Q1 | $40M | Sell |
1,122,357
-40,232
| -3% | -$1.44M | 1.15% | 26 |
|
|
2016
Q4 | $37.8M | Sell |
1,162,589
-7,070
| -0.6% | -$230K | 1.13% | 26 |
|
|
2016
Q3 | $43.9M | Sell |
1,169,659
-37,441
| -3% | -$1.41M | 1.52% | 19 |
|
|
2016
Q2 | $48.1M | Sell |
1,207,100
-27,267
| -2% | -$1.09M | 1.47% | 18 |
|
|
2016
Q1 | $41.9M | Sell |
1,234,367
-41,459
| -3% | -$1.41M | 1.3% | 24 |
|
|
2015
Q4 | $34.5M | Buy |
1,275,826
+5,481
| +0.4% | +$148K | 1.11% | 25 |
|
|
2015
Q3 | $39.4M | Sell |
1,270,345
-916
| -0.1% | -$28.4K | 1.32% | 21 |
|
|
2015
Q2 | $39.4M | Sell |
1,271,261
-61,494
| -5% | -$1.91M | 1.23% | 23 |
|
|
2015
Q1 | $48.6M | Sell |
1,332,755
-11,876
| -0.9% | -$433K | 1.46% | 17 |
|
|
2014
Q4 | $52M | Buy |
1,344,631
+96,049
| +8% | +$3.71M | 1.53% | 14 |
|
|
2014
Q3 | $40.8M | Buy |
1,248,582
+6,750
| +0.5% | +$220K | 1.24% | 22 |
|
|
2014
Q2 | $44M | Sell |
1,241,832
-24,620
| -2% | -$873K | 1.39% | 18 |
|
|
2014
Q1 | $34.9M | Buy |
1,266,452
+1,409
| +0.1% | +$38.8K | 1.11% | 32 |
|
|
2013
Q4 | $38.4M | Buy |
1,265,043
+22,280
| +2% | +$676K | 1.22% | 26 |
|
|
2013
Q3 | $33.6M | Buy |
1,242,763
+135,237
| +12% | +$3.65M | 1.13% | 30 |
|
|
2013
Q2 | $29.5M | Buy |
+1,107,526
| New | +$29.5M | 1.05% | 34 |
|