Atria Wealth Solutions’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$945K	Sell	9,205 -20,212	-69%	-$1.91M	0.02%	660
2025 Q1	$2.55M	Sell	29,417 -12,055	-29%	-$1.16M	0.03%	549
2024 Q4	$4.38M	Sell	41,472 -7,309	-15%	-$859K	0.05%	392
2024 Q3	$5.83M	Sell	48,781 -4,852	-9%	-$519K	0.06%	307
2024 Q2	$4.84M	Sell	53,633 -2,909	-5%	-$235K	0.05%	350
2024 Q1	$4.56M	Buy	56,542 +15,699	+38%	+$1.14M	0.05%	361
2023 Q4	$2.88M	Sell	40,843 -7,589	-16%	-$476K	0.04%	479
2023 Q3	$2.9M	Buy	48,432 +3,513	+8%	+$215K	0.04%	445
2023 Q2	$2.57M	Buy	44,919 +640	+1%	+$35K	0.04%	487
2023 Q1	$2.36M	Sell	44,279 -3,722	-8%	-$195K	0.04%	490
2022 Q4	$2.42M	Sell	48,001 -392	-0.8%	-$19.8K	0.04%	445
2022 Q3	$2.15M	Sell	48,393 -5,642	-10%	-$285K	0.04%	460
2022 Q2	$2.66M	Sell	54,035 -6,981	-11%	-$367K	0.05%	367
2022 Q1	$3.41M	Buy	+61,016	New	+$2.91M	0.06%	334