Geller Advisors’s Iron Mountain IRM Stock Holding History

Geller 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
2024 Q4	$348K	Sell
2024 Q3	$403K	Buy
2024 Q2	$296K	Buy
2024 Q1	$259K	Buy
2023 Q4	$225K	Sell
2023 Q3	$211K	Buy