Empowered Funds’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
$707K Buy
6,889
+1,161
+20% +$119K 0.01% 1203
2025
Q1
$493K Buy
5,728
+537
+10% +$46.2K 0.01% 1225
2024
Q4
$546K Sell
5,191
-8,291
-61% -$871K 0.01% 1151
2024
Q3
$1.6M Buy
13,482
+414
+3% +$49.2K 0.03% 746
2024
Q2
$1.17M Sell
13,068
-103,130
-89% -$9.24M 0.02% 808
2024
Q1
$9.32M Buy
116,198
+51,858
+81% +$4.16M 0.17% 135
2023
Q4
$4.5M Buy
+64,340
New +$4.5M 0.11% 263