Whittier 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 | $289K | Sell |
2,820
-445
| -14% | -$45.6K | ﹤0.01% | 588 |
|
|
2025
Q1 | $281K | Buy |
3,265
+108
| +3% | +$9.29K | ﹤0.01% | 587 |
|
|
2024
Q4 | $332K | Buy |
3,157
+144
| +5% | +$15.1K | ﹤0.01% | 566 |
|
|
2024
Q3 | $358K | Sell |
3,013
-1,864
| -38% | -$221K | ﹤0.01% | 562 |
|
|
2024
Q2 | $437K | Buy |
4,877
+1,899
| +64% | +$170K | 0.01% | 508 |
|
|
2024
Q1 | $239K | Hold |
2,978
| – | – | ﹤0.01% | 616 |
|
|
2023
Q4 | $208K | Sell |
2,978
-250
| -8% | -$17.5K | ﹤0.01% | 637 |
|
|
2023
Q3 | $192K | Buy |
3,228
+47
| +1% | +$2.79K | ﹤0.01% | 630 |
|
|
2023
Q2 | $181K | Hold |
3,181
| – | – | ﹤0.01% | 651 |
|
|
2023
Q1 | $168K | Buy |
3,181
+258
| +9% | +$13.6K | ﹤0.01% | 694 |
|
|
2022
Q4 | $146K | Buy |
2,923
+220
| +8% | +$11K | ﹤0.01% | 722 |
|
|
2022
Q3 | $119K | Hold |
2,703
| – | – | ﹤0.01% | 753 |
|
|
2022
Q2 | $132K | Buy |
2,703
+1,750
| +184% | +$85.5K | ﹤0.01% | 730 |
|
|
2022
Q1 | $53K | Sell |
953
-2,100
| -69% | -$117K | ﹤0.01% | 959 |
|
|
2021
Q4 | $160K | Buy |
3,053
+2,100
| +220% | +$110K | ﹤0.01% | 720 |
|
|
2021
Q3 | $41K | Hold |
953
| – | – | ﹤0.01% | 980 |
|
|
2021
Q2 | $40K | Hold |
953
| – | – | ﹤0.01% | 1006 |
|
|
2021
Q1 | $35K | Hold |
953
| – | – | ﹤0.01% | 1014 |
|
|
2020
Q4 | $28K | Hold |
953
| – | – | ﹤0.01% | 966 |
|
|
2020
Q3 | $26K | Buy |
953
+525
| +123% | +$14.3K | ﹤0.01% | 951 |
|
|
2020
Q2 | $11K | Hold |
428
| – | – | ﹤0.01% | 1054 |
|
|
2020
Q1 | $10K | Hold |
428
| – | – | ﹤0.01% | 1106 |
|
|
2019
Q4 | $14K | Hold |
428
| – | – | ﹤0.01% | 1084 |
|
|
2019
Q3 | $14K | Hold |
428
| – | – | ﹤0.01% | 1080 |
|
|
2019
Q2 | $13K | Hold |
428
| – | – | ﹤0.01% | 1033 |
|
|
2019
Q1 | $15K | Hold |
428
| – | – | ﹤0.01% | 1000 |
|
|
2018
Q4 | $14K | Hold |
428
| – | – | ﹤0.01% | 1028 |
|
|
2018
Q3 | $15K | Hold |
428
| – | – | ﹤0.01% | 994 |
|
|
2018
Q2 | $15K | Hold |
428
| – | – | ﹤0.01% | 973 |
|
|
2018
Q1 | $14K | Hold |
428
| – | – | ﹤0.01% | 993 |
|
|
2017
Q4 | $16K | Hold |
428
| – | – | ﹤0.01% | 963 |
|
|
2017
Q3 | $17K | Sell |
428
-768
| -64% | -$30.5K | ﹤0.01% | 936 |
|
|
2017
Q2 | $41K | Hold |
1,196
| – | – | ﹤0.01% | 757 |
|
|
2017
Q1 | $42K | Hold |
1,196
| – | – | ﹤0.01% | 739 |
|
|
2016
Q4 | $39K | Hold |
1,196
| – | – | ﹤0.01% | 749 |
|
|
2016
Q3 | $45K | Hold |
1,196
| – | – | ﹤0.01% | 717 |
|
|
2016
Q2 | $48K | Hold |
1,196
| – | – | ﹤0.01% | 724 |
|
|
2016
Q1 | $41K | Sell |
1,196
-326
| -21% | -$11.2K | ﹤0.01% | 748 |
|
|
2015
Q4 | $41K | Sell |
1,522
-2,481
| -62% | -$66.8K | ﹤0.01% | 753 |
|
|
2015
Q3 | $124K | Buy |
4,003
+326
| +9% | +$10.1K | 0.01% | 531 |
|
|
2015
Q2 | $114K | Buy |
3,677
+428
| +13% | +$13.3K | 0.01% | 574 |
|
|
2015
Q1 | $118K | Buy |
3,249
+2,144
| +194% | +$77.9K | 0.01% | 561 |
|
|
2014
Q4 | $43K | Buy |
1,105
+101
| +10% | +$3.93K | ﹤0.01% | 678 |
|
|
2014
Q3 | $33K | Buy |
1,004
+165
| +20% | +$5.42K | ﹤0.01% | 708 |
|
|
2014
Q2 | $27K | Hold |
839
| – | – | ﹤0.01% | 739 |
|
|
2014
Q1 | $21K | Hold |
839
| – | – | ﹤0.01% | 791 |
|
|
2013
Q4 | $24K | Hold |
839
| – | – | ﹤0.01% | 783 |
|
|
2013
Q3 | $21K | Buy |
839
+109
| +15% | +$2.73K | ﹤0.01% | 794 |
|
|
2013
Q2 | $18K | Buy |
+730
| New | +$18K | ﹤0.01% | 801 |
|