Foundations Investment Advisors’s Iron Mountain IRM Stock Holding History

Foundations Investment 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	$798K	Sell
2025 Q1	$1.08M	Buy
2024 Q4	$905K	Sell
2024 Q3	$1.16M	Sell
2024 Q2	$929K	Sell
2024 Q1	$850K	Sell
2023 Q4	$901K	Buy
2023 Q3	$587K	Buy
2023 Q2	$394K	Buy
2023 Q1	$253K	Buy