Burling Wealth Partners’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	$1.31M	Sell	12,730 -2,797	-18%	-$287K	0.24%	84
2025 Q1	$1.34M	Sell	15,527 -178	-1%	-$15.3K	0.28%	83
2024 Q4	$1.65M	Buy	+15,705	New	+$1.65M	0.34%	70