BerganKDV Wealth 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
2023 Q2	$12.5K	Buy	220 +3	+1%	+$164	﹤0.01%	537
2023 Q1	$11.5K	Buy	217 +2	+0.9%	+$105	﹤0.01%	582
2022 Q4	$10.7K	Buy	215 +3	+1%	+$151	﹤0.01%	565
2022 Q3	$9K	Buy	212 +3	+1%	+$151	﹤0.01%	587
2022 Q2	$10K	Buy	209 +2	+1%	+$105	﹤0.01%	595
2022 Q1	$11K	Buy	207 +3	+1%	+$143	﹤0.01%	598
2021 Q4	$11K	Buy	204 +2	+1%	+$95	﹤0.01%	643
2021 Q3	$9K	Buy	202 +3	+2%	+$135	﹤0.01%	653
2021 Q2	$8K	Buy	199 +4	+2%	+$168	﹤0.01%	642
2021 Q1	$7K	Buy	195 +4	+2%	+$134	﹤0.01%	625
2020 Q4	$6K	Buy	191 +4	+2%	+$111	﹤0.01%	639
2020 Q3	$5K	Buy	187 +4	+2%	+$114	﹤0.01%	583
2020 Q2	$5K	Buy	183 +7	+4%	+$177	﹤0.01%	629
2020 Q1	$4K	Sell	176 -95	-35%	-$2.88K	﹤0.01%	616
2019 Q4	$9K	Buy	271 +5	+2%	+$164	﹤0.01%	536
2019 Q3	$9K	Buy	266 +5	+2%	+$157	﹤0.01%	511
2019 Q2	$8K	Buy	261 +89	+52%	+$2.92K	﹤0.01%	541
2019 Q1	$6K	Buy	172 +4	+2%	+$141	﹤0.01%	576
2018 Q4	$5K	Buy	168 +2	+1%	+$66	﹤0.01%	547
2018 Q3	$6K	Buy	166 +3	+2%	+$107	﹤0.01%	531
2018 Q2	$6K	Buy	+163	New	+$5.51K	﹤0.01%	549