Bristlecone Advisors’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 Q1	–	Sell	-2,394	Closed	-$252K	–	382
2024 Q4	$252K	Hold	2,394	–	–	0.02%	256
2024 Q3	$284K	Sell	2,394 -10	-0.4%	-$1.07K	0.02%	245
2024 Q2	$215K	Buy	+2,404	New	+$195K	0.02%	266
2022 Q2	–	Sell	-5,642	Closed	-$313K	–	245
2022 Q1	$313K	Hold	5,642	–	–	0.04%	194
2021 Q4	$295K	Hold	5,642	–	–	0.04%	193
2021 Q3	$245K	Sell	5,642 -624	-10%	-$28.1K	0.03%	195
2021 Q2	$265K	Hold	6,266	–	–	0.04%	189
2021 Q1	$232K	Buy	+6,266	New	+$209K	0.04%	194
2020 Q2	–	Sell	-18,485	Closed	-$440K	–	161
2020 Q1	$440K	Sell	18,485 -14,643	-44%	-$443K	0.1%	118
2019 Q4	$1.06M	Buy	33,128 +2,401	+8%	+$78.7K	0.21%	104
2019 Q3	$995K	Sell	30,727 -619	-2%	-$19.4K	0.24%	95
2019 Q2	$981K	Buy	+31,346	New	+$1.03M	0.23%	90