Belpointe Asset Management’s Iron Mountain IRM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,476
Closed -$213K 987
2025
Q1
$213K Sell
2,476
-4,774
-66% -$411K 0.01% 842
2024
Q4
$821K Buy
7,250
+112
+2% +$12.7K 0.05% 367
2024
Q3
$848K Sell
7,138
-494
-6% -$58.7K 0.05% 349
2024
Q2
$684K Sell
7,632
-259
-3% -$23.2K 0.05% 375
2024
Q1
$633K Sell
7,891
-142
-2% -$11.4K 0.05% 383
2023
Q4
$562K Buy
8,033
+787
+11% +$55.1K 0.05% 334
2023
Q3
$431K Buy
7,246
+3,479
+92% +$207K 0.04% 374
2023
Q2
$214K Sell
3,767
-3,399
-47% -$193K 0.02% 550
2023
Q1
$379K Buy
7,166
+3,530
+97% +$187K 0.02% 656
2022
Q4
$181K Buy
3,636
+916
+34% +$45.7K 0.01% 947
2022
Q3
$120K Buy
+2,720
New +$120K 0.01% 1068
2021
Q2
Sell
-2,951
Closed -$109K 1156
2021
Q1
$109K Buy
+2,951
New +$109K 0.01% 969
2020
Q1
Sell
-4,451
Closed -$142K 704
2019
Q4
$142K Buy
+4,451
New +$142K 0.02% 651