Beacon Pointe Advisors’s Iron Mountain IRM Stock Holding History

Beacon Pointe Advisors’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$801K	Buy
2025 Q1	$617K	Sell
2024 Q4	$766K	Sell
2024 Q3	$1.35M	Sell
2024 Q2	$1.05M	Sell
2024 Q1	$1.29M	Buy
2023 Q4	$897K	Sell
2023 Q3	$1.08M	Buy
2022 Q2	–	Sell
2022 Q1	$301K	Buy