Mission Wealth Management’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	$332K	Sell	3,240 -201	-6%	-$20.6K	0.01%	538
2025 Q1	$296K	Sell	3,441 -4	-0.1%	-$344	0.01%	526
2024 Q4	$362K	Sell	3,445 -36	-1%	-$3.78K	0.01%	492
2024 Q3	$414K	Buy	3,481 +1,110	+47%	+$132K	0.01%	450
2024 Q2	$212K	Buy	+2,371	New	+$212K	0.01%	572