Mutual Advisors’s Iron Mountain IRM Stock Holding History

Mutual Advisors’s Portfolio IRM Stock Details IRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$13.2M	Buy	132,456 +2,013	+2%	+$200K	0.33%	51
2025 Q1	$11.4M	Buy	130,443 +9,598	+8%	+$842K	0.33%	53
2024 Q4	$13.3M	Sell	120,845 -2,978	-2%	-$328K	0.39%	40
2024 Q3	$15.6M	Buy	123,823 +1,829	+1%	+$230K	0.46%	27
2024 Q2	$12.1M	Sell	121,994 -5,683	-4%	-$565K	0.37%	42
2024 Q1	$10.2M	Sell	127,677 -2,220	-2%	-$178K	0.33%	47
2023 Q4	$9.09M	Sell	129,897 -8,208	-6%	-$574K	0.32%	54
2023 Q3	$8.21M	Sell	138,105 -7,258	-5%	-$431K	0.32%	56
2023 Q2	$8.26M	Sell	145,363 -20,110	-12%	-$1.14M	0.31%	59
2023 Q1	$8.76M	Sell	165,473 -1,420	-0.9%	-$75.1K	0.36%	46
2022 Q4	$8.32M	Sell	166,893 -624	-0.4%	-$31.1K	0.37%	47
2022 Q3	$7.37M	Sell	167,517 -1,991	-1%	-$87.5K	0.38%	47
2022 Q2	$8.25M	Buy	169,508 +1,954	+1%	+$95.1K	0.55%	30
2022 Q1	$9.28M	Sell	167,554 -1,707	-1%	-$94.6K	0.52%	28
2021 Q4	$8.86M	Buy	169,261 +5,330	+3%	+$279K	0.47%	37
2021 Q3	$7.12M	Buy	163,931 +1,672	+1%	+$72.7K	0.42%	43
2021 Q2	$6.87M	Buy	162,259 +10,313	+7%	+$436K	0.41%	50
2021 Q1	$5.62M	Buy	151,946 +34,821	+30%	+$1.29M	0.38%	57
2020 Q4	$3.45M	Buy	117,125 +33,602	+40%	+$991K	0.26%	85
2020 Q3	$2.24M	Buy	83,523 +23,044	+38%	+$617K	0.19%	124
2020 Q2	$1.58M	Buy	60,479 +21,274	+54%	+$555K	0.16%	155
2020 Q1	$933K	Sell	39,205 -378	-1%	-$9K	0.13%	184
2019 Q4	$1.26M	Buy	39,583 +16,160	+69%	+$515K	0.13%	183
2019 Q3	$759K	Buy	23,423 +4,915	+27%	+$159K	0.1%	241
2019 Q2	$579K	Buy	18,508 +5,509	+42%	+$172K	0.08%	301
2019 Q1	$461K	Buy	12,999 +4,216	+48%	+$150K	0.07%	289
2018 Q4	$285K	Buy	8,783 +900	+11%	+$29.2K	0.06%	340
2018 Q3	$272K	Hold	7,883	–	–	0.04%	388
2018 Q2	$276K	Hold	7,883	–	–	0.06%	341
2018 Q1	$259K	Buy	7,883 +330	+4%	+$10.8K	0.07%	339
2017 Q4	$285K	Buy	+7,553	New	+$285K	0.11%	222