Asset Planning Inc’s Iron Mountain IRM Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$308K	Hold	3,000	–	–	0.23%	67
2025 Q1	$258K	Hold	3,000	–	–	0.2%	69
2024 Q4	$315K	Buy	+3,000	New	+$315K	0.24%	64