Kestra Advisory Services’s Iron Mountain IRM Stock Holding History

Kestra Advisory Services’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	$9.12M	Buy
2025 Q1	$7.57M	Buy
2024 Q4	$8.85M	Buy
2024 Q3	$307K	Sell
2024 Q2	$6.6M	Sell
2024 Q1	$5.95M	Buy