Congress Wealth Management’s Iron Mountain IRM Stock Holding History

Congress Wealth Management’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 Q2	$5.64M	Buy
2025 Q1	$2.55M	Sell
2024 Q4	$3.46M	Sell
2024 Q3	$6.45M	Buy
2024 Q2	$3.85M	Buy
2024 Q1	–	Sell
2023 Q4	$509K	Buy