Wulff, Hansen & Co’s Iron Mountain IRM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,520
| Closed | -$405K | – | 96 |
|
|
2024
Q2 | $405K | Hold |
4,520
| – | – | 0.4% | 61 |
|
|
2024
Q1 | $363K | Hold |
4,520
| – | – | 0.36% | 64 |
|
|
2023
Q4 | $316K | Sell |
4,520
-200
| -4% | -$14K | 0.35% | 67 |
|
|
2023
Q3 | $281K | Hold |
4,720
| – | – | 0.33% | 69 |
|
|
2023
Q2 | $268K | Hold |
4,720
| – | – | 0.3% | 71 |
|
|
2023
Q1 | $250K | Hold |
4,720
| – | – | 0.29% | 73 |
|
|
2022
Q4 | $235K | Hold |
4,720
| – | – | 0.29% | 71 |
|
|
2022
Q3 | $208K | Hold |
4,720
| – | – | 0.26% | 77 |
|
|
2022
Q2 | $230K | Hold |
4,720
| – | – | 0.26% | 79 |
|
|
2022
Q1 | $262K | Hold |
4,720
| – | – | 0.25% | 79 |
|
|
2021
Q4 | $247K | Buy |
+4,720
| New | +$247K | 0.21% | 81 |
|