MFWP
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Mosaic Family Wealth Partners’s Iron Mountain IRM Stock Holding History

Mosaic Family Wealth Partners’s Portfolio IRM Stock Details IRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$209K Sell
2,040
-673
-25% -$69K 0.03% 215
2025
Q1 		$233K Buy
2,713
+673
+33% +$57.9K 0.03% 192
2024
Q4 		$214K Hold
2,040
– – 0.03% 194
2024
Q3 		$242K Buy
+2,040
New +$242K 0.04% 181