Concurrent Investment Advisors’s Iron Mountain IRM Stock Holding History

Concurrent Investment Advisors’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$563K	Buy
2025 Q2	$560K	Sell
2025 Q1	$511K	Sell
2024 Q4	$672K	Buy
2024 Q3	$734K	Sell
2024 Q2	$732K	Buy
2024 Q1	$337K	Sell
2023 Q4	$328K	Buy