OneAscent Financial Services’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,751	Closed	-$501K	–	507
2024 Q4	$501K	Buy	+4,751	New	+$501K	0.04%	254
2024 Q3	–	Sell	-6,016	Closed	-$542K	–	261
2024 Q2	$542K	Buy	6,016 +2,079	+53%	+$187K	0.08%	138
2024 Q1	$316K	Buy	+3,937	New	+$316K	0.03%	277