Ellsworth Advisors’s Iron Mountain IRM Stock Holding History

Ellsworth 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 Q2	–	Sell
2025 Q1	$2.17M	Buy
2024 Q4	$2.63M	Buy
2024 Q3	$2.93M	Buy
2024 Q2	$2.19M	Buy
2024 Q1	$1.82M	Buy
2023 Q4	$1.63M	Buy
2023 Q3	$1.36M	Buy
2023 Q2	$1.27M	Buy