Modera 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	$200K	Buy	+1,951	New	+$200K	﹤0.01%	629
2025 Q1	–	Sell	-1,928	Closed	-$203K	–	621
2024 Q4	$203K	Hold	1,928	–	–	﹤0.01%	599
2024 Q3	$229K	Buy	+1,928	New	+$229K	﹤0.01%	548