Bradley Foster & Sargent’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 Q2	–	Sell	-2,751	Closed	-$221K	–	455
2024 Q1	$221K	Buy	+2,751	New	+$199K	﹤0.01%	424
2023 Q2	–	Sell	-4,501	Closed	-$238K	–	439
2023 Q1	$238K	Sell	4,501 -3	-0.1%	-$157	0.01%	404
2022 Q4	$225K	Buy	+4,504	New	+$227K	0.01%	405
2022 Q3	–	Sell	-4,504	Closed	-$219K	–	431
2022 Q2	$219K	Hold	4,504	–	–	0.01%	418
2022 Q1	$250K	Hold	4,504	–	–	0.01%	424
2021 Q4	$236K	Buy	+4,504	New	+$213K	﹤0.01%	418
2018 Q1	–	Sell	-31,585	Closed	-$1.19M	–	353
2017 Q4	$1.19M	Hold	31,585	–	–	0.04%	202
2017 Q3	$1.23M	Buy	31,585 +9,675	+44%	+$361K	0.05%	196
2017 Q2	$753K	Sell	21,910 -940	-4%	-$32.9K	0.03%	228
2017 Q1	$815K	Sell	22,850 -1,500	-6%	-$53.1K	0.03%	217
2016 Q4	$791K	Buy	+24,350	New	+$809K	0.03%	223
2015 Q2	–	Sell	-27,888	Closed	-$1.02M	–	354
2015 Q1	$1.02M	Buy	+27,888	New	+$1.08M	0.05%	198
2014 Q4	–	Sell	-20,195	Closed	-$659K	–	357
2014 Q3	$659K	Buy	+20,195	New	+$655K	0.03%	229
2013 Q4	–	Sell	-8,496	Closed	-$212K	–	353
2013 Q3	$212K	Buy	8,496 +51	+0.6%	+$1.29K	0.01%	318
2013 Q2	$208K	Buy	+8,445	New	+$273K	0.01%	310