Westwood Holdings Group’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-11,200
| Closed | -$784K | – | 480 |
|
|
2023
Q4 | $784K | Hold |
11,200
| – | – | 0.01% | 369 |
|
|
2023
Q3 | $666K | Hold |
11,200
| – | – | 0.01% | 369 |
|
|
2023
Q2 | $636K | Sell |
11,200
-65,000
| -85% | -$3.69M | 0.01% | 373 |
|
|
2023
Q1 | $4.03M | Buy |
+76,200
| New | +$4.03M | 0.04% | 265 |
|
|
2020
Q1 | – | Sell |
-21,729
| Closed | -$693K | – | 456 |
|
|
2019
Q4 | $693K | Buy |
21,729
+2,349
| +12% | +$74.9K | 0.01% | 363 |
|
|
2019
Q3 | $628K | Hold |
19,380
| – | – | 0.01% | 362 |
|
|
2019
Q2 | $607K | Buy |
19,380
+10,395
| +116% | +$326K | 0.01% | 380 |
|
|
2019
Q1 | $319K | Sell |
8,985
-3,095
| -26% | -$110K | ﹤0.01% | 368 |
|
|
2018
Q4 | $392K | Sell |
12,080
-935
| -7% | -$30.3K | ﹤0.01% | 350 |
|
|
2018
Q3 | $449K | Sell |
13,015
-770
| -6% | -$26.6K | ﹤0.01% | 352 |
|
|
2018
Q2 | $483K | Buy |
13,785
+1,110
| +9% | +$38.9K | ﹤0.01% | 369 |
|
|
2018
Q1 | $417K | Buy |
+12,675
| New | +$417K | ﹤0.01% | 368 |
|