Moneta Group Investment Advisors’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-1,963	Closed	-$201K	–	803
2025 Q2	$201K	Buy	+1,963	New	+$185K	﹤0.01%	676
2025 Q1	–	Sell	-4,931	Closed	-$518K	–	684
2024 Q4	$518K	Buy	4,931 +1,010	+26%	+$119K	0.01%	406
2024 Q3	$466K	Buy	3,921 +250	+7%	+$26.7K	0.01%	422
2024 Q2	$329K	Sell	3,671 -316	-8%	-$25.6K	0.01%	464
2024 Q1	$320K	Sell	3,987 -835	-17%	-$60.4K	0.01%	468
2023 Q4	$337K	Buy	4,822 +1,116	+30%	+$70K	0.01%	416
2023 Q3	$220K	Sell	3,706 -51	-1%	-$3.12K	0.01%	475
2023 Q2	$213K	Buy	+3,757	New	+$206K	﹤0.01%	496
2023 Q1	–	Sell	-3,795	Closed	-$207K	–	546
2022 Q4	$207K	Buy	+3,795	New	+$192K	0.01%	432
2022 Q3	–	Sell	-5,484	Closed	-$267K	–	450
2022 Q2	$267K	Buy	5,484 +521	+10%	+$27.4K	0.01%	398
2022 Q1	$275K	Buy	4,963 +893	+22%	+$42.5K	0.01%	372
2021 Q4	$213K	Buy	+4,070	New	+$192K	0.01%	444
2018 Q3	–	Sell	-554	Closed	-$19K	–	303
2018 Q2	$19K	Buy	+554	New	+$18.7K	﹤0.01%	361