WhitTier Trust Company’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 | $59.8K | Buy |
583
+4
| +0.7% | +$410 | ﹤0.01% | 736 |
|
2025
Q1 | $49.8K | Buy |
579
+90
| +18% | +$7.74K | ﹤0.01% | 765 |
|
2024
Q4 | $51.4K | Buy |
489
+155
| +46% | +$16.3K | ﹤0.01% | 752 |
|
2024
Q3 | $39.7K | Buy |
334
+5
| +2% | +$594 | ﹤0.01% | 797 |
|
2024
Q2 | $29.5K | Hold |
329
| – | – | ﹤0.01% | 811 |
|
2024
Q1 | $26.4K | Hold |
329
| – | – | ﹤0.01% | 807 |
|
2023
Q4 | $23K | Hold |
329
| – | – | ﹤0.01% | 812 |
|
2023
Q3 | $19.6K | Hold |
329
| – | – | ﹤0.01% | 818 |
|
2023
Q2 | $18.7K | Hold |
329
| – | – | ﹤0.01% | 866 |
|
2023
Q1 | $17.4K | Hold |
329
| – | – | ﹤0.01% | 867 |
|
2022
Q4 | $16.4K | Sell |
329
-4
| -1% | -$199 | ﹤0.01% | 865 |
|
2022
Q3 | $15K | Hold |
333
| – | – | ﹤0.01% | 855 |
|
2022
Q2 | $16K | Buy |
333
+4
| +1% | +$192 | ﹤0.01% | 846 |
|
2022
Q1 | $18K | Hold |
329
| – | – | ﹤0.01% | 827 |
|
2021
Q4 | $17K | Hold |
329
| – | – | ﹤0.01% | 840 |
|
2021
Q3 | $14K | Hold |
329
| – | – | ﹤0.01% | 887 |
|
2021
Q2 | $14K | Hold |
329
| – | – | ﹤0.01% | 833 |
|
2021
Q1 | $12K | Hold |
329
| – | – | ﹤0.01% | 836 |
|
2020
Q4 | $10K | Sell |
329
-347
| -51% | -$10.5K | ﹤0.01% | 833 |
|
2020
Q3 | $18K | Hold |
676
| – | – | ﹤0.01% | 751 |
|
2020
Q2 | $18K | Hold |
676
| – | – | ﹤0.01% | 731 |
|
2020
Q1 | $16K | Hold |
676
| – | – | ﹤0.01% | 731 |
|
2019
Q4 | $22K | Hold |
676
| – | – | ﹤0.01% | 732 |
|
2019
Q3 | $22K | Hold |
676
| – | – | ﹤0.01% | 722 |
|
2019
Q2 | $21K | Hold |
676
| – | – | ﹤0.01% | 730 |
|
2019
Q1 | $24K | Hold |
676
| – | – | ﹤0.01% | 704 |
|
2018
Q4 | $22K | Hold |
676
| – | – | ﹤0.01% | 715 |
|
2018
Q3 | $23K | Hold |
676
| – | – | ﹤0.01% | 736 |
|
2018
Q2 | $24K | Hold |
676
| – | – | ﹤0.01% | 729 |
|
2018
Q1 | $22K | Hold |
676
| – | – | ﹤0.01% | 747 |
|
2017
Q4 | $25K | Hold |
676
| – | – | ﹤0.01% | 680 |
|
2017
Q3 | $26K | Hold |
676
| – | – | ﹤0.01% | 656 |
|
2017
Q2 | $23K | Buy |
+676
| New | +$23K | ﹤0.01% | 674 |
|