EverSource Wealth Advisors’s Iron Mountain IRM Stock Holding History

EverSource Wealth 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	$136K	Buy
2025 Q1	$87.9K	Sell
2024 Q4	$255K	Buy
2024 Q3	$199K	Buy
2024 Q2	$134K	Buy
2024 Q1	$74K	Buy
2023 Q4	$24.8K	Sell
2023 Q3	$24K	Buy
2023 Q2	$227	Buy
2022 Q4	–	Sell
2022 Q3	$7K	Buy