Edmond de Rothschild Holding’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 Q3	–	Sell	-2,966	Closed	-$266K	–	649
2024 Q2	$266K	Hold	2,966	–	–	﹤0.01%	402
2024 Q1	$238K	Buy	2,966 +1,193	+67%	+$86.3K	﹤0.01%	412
2023 Q4	$124K	Buy	+1,773	New	+$111K	﹤0.01%	479
2021 Q4	–	Sell	-1,435	Closed	-$62K	–	863
2021 Q3	$62K	Sell	1,435 -225	-14%	-$10.1K	﹤0.01%	675
2021 Q2	$70K	Hold	1,660	–	–	﹤0.01%	650
2021 Q1	$62K	Buy	+1,660	New	+$55.5K	﹤0.01%	608
2020 Q4	–	Sell	-835	Closed	-$22K	–	658
2020 Q3	$22K	Buy	+835	New	+$23.8K	﹤0.01%	561
2018 Q4	–	Sell	-1,500	Closed	-$52K	–	708
2018 Q3	$52K	Hold	1,500	–	–	﹤0.01%	593
2018 Q2	$53K	Buy	1,500 +500	+50%	+$16.9K	﹤0.01%	603
2018 Q1	$33K	Hold	1,000	–	–	﹤0.01%	660
2017 Q4	$38K	Hold	1,000	–	–	﹤0.01%	660
2017 Q3	$39K	Hold	1,000	–	–	﹤0.01%	680
2017 Q2	$34K	Hold	1,000	–	–	﹤0.01%	690
2017 Q1	$36K	Buy	+1,000	New	+$35.4K	﹤0.01%	685