Belpointe 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
2025 Q2	–	Sell	-2,476	Closed	-$213K	–	987
2025 Q1	$213K	Sell	2,476 -4,774	-66%	-$460K	0.01%	842
2024 Q4	$821K	Buy	7,250 +112	+2%	+$13.2K	0.05%	367
2024 Q3	$848K	Sell	7,138 -494	-6%	-$52.8K	0.05%	349
2024 Q2	$684K	Sell	7,632 -259	-3%	-$21K	0.05%	375
2024 Q1	$633K	Sell	7,891 -142	-2%	-$10.3K	0.05%	383
2023 Q4	$562K	Buy	8,033 +787	+11%	+$49.4K	0.05%	334
2023 Q3	$431K	Buy	7,246 +3,479	+92%	+$213K	0.04%	374
2023 Q2	$214K	Sell	3,767 -3,399	-47%	-$186K	0.02%	550
2023 Q1	$379K	Buy	7,166 +3,530	+97%	+$185K	0.02%	656
2022 Q4	$181K	Buy	3,636 +916	+34%	+$46.2K	0.01%	947
2022 Q3	$120K	Buy	+2,720	New	+$137K	0.01%	1068
2021 Q2	–	Sell	-2,951	Closed	-$109K	–	1156
2021 Q1	$109K	Buy	+2,951	New	+$98.7K	0.01%	969
2020 Q1	–	Sell	-4,451	Closed	-$142K	–	704
2019 Q4	$142K	Buy	+4,451	New	+$146K	0.02%	651