Baker Ellis Asset Management’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,875	Closed	-$223K	–	223
2024 Q3	$223K	Buy	+1,875	New	+$201K	0.03%	207
2023 Q2	–	Sell	-77,305	Closed	-$4.09M	–	211
2023 Q1	$4.09M	Sell	77,305 -9,817	-11%	-$514K	0.73%	47
2022 Q4	$4.34M	Sell	87,122 -3,645	-4%	-$184K	0.84%	38
2022 Q3	$3.99M	Sell	90,767 -16,851	-16%	-$851K	0.87%	35
2022 Q2	$5.24M	Buy	107,618 +390	+0.4%	+$20.5K	1.09%	25
2022 Q1	$5.94M	Buy	107,228 +2,245	+2%	+$107K	1.06%	25
2021 Q4	$5.49M	Buy	104,983 +1,297	+1%	+$61.3K	0.97%	28
2021 Q3	$4.49M	Buy	103,686 +1,433	+1%	+$64.5K	0.86%	33
2021 Q2	$4.33M	Buy	102,253 +6,652	+7%	+$279K	0.85%	34
2021 Q1	$3.54M	Buy	95,601 +6,597	+7%	+$221K	0.76%	39
2020 Q4	$2.62M	Buy	89,004 +8,445	+10%	+$234K	0.63%	48
2020 Q3	$2.16M	Buy	80,559 +7,129	+10%	+$203K	0.6%	49
2020 Q2	$1.92M	Buy	73,430 +11,660	+19%	+$294K	0.57%	50
2020 Q1	$1.47M	Buy	61,770 +5,500	+10%	+$166K	0.53%	51
2019 Q4	$1.79M	Buy	56,270 +3,000	+6%	+$98.4K	0.5%	58
2019 Q3	$1.73M	Buy	53,270 +5,070	+11%	+$159K	0.46%	62
2019 Q2	$1.51M	Buy	48,200 +10,200	+27%	+$334K	0.4%	70
2019 Q1	$1.35M	Buy	38,000 +700	+2%	+$24.7K	0.38%	75
2018 Q4	$1.21M	Buy	+37,300	New	+$1.22M	0.37%	74