Fiduciary Planning’s Iron Mountain IRM Stock Holding History

Fiduciary Planning’s Portfolio IRM Stock Details IRM Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$243K	Buy
2022 Q1	–	Sell
2021 Q4	$410K	Sell
2021 Q3	$1.05M	Sell
2021 Q2	$1.04M	Sell
2021 Q1	$1.4M	Buy
2020 Q4	$1.03M	Buy
2020 Q3	$865K	Buy
2020 Q2	$802K	Buy