Holos Integrated Wealth’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.62K	Hold	29	–	–	﹤0.01%	262
2025 Q1	$2.46K	Buy	29 +1	+4%	+$85	﹤0.01%	269
2024 Q4	$2.98K	Buy	+28	New	+$2.98K	﹤0.01%	261