Heritage Trust’s Iron Mountain IRM Stock Holding History

Heritage Trust’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	$2.17M	Sell
2025 Q1	$1.85M	Sell
2024 Q4	$2.33M	Buy
2024 Q2	$2.03M	Sell
2024 Q1	$1.83M	Buy
2023 Q4	$1.57M	Buy
2023 Q3	$1.29M	Buy
2023 Q2	$1.23M	Buy
2023 Q1	$1.02M	Buy
2022 Q4	$822K	Buy