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OneAscent Wealth Management’s Iron Mountain IRM Stock Holding History

OneAscent Wealth Management’s Portfolio IRM Stock Details IRM Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,039
Closed -$319K – 158
2024
Q4 		$319K Sell
3,039
-726
-19% -$76.2K 0.13% 105
2024
Q3 		$450K Buy
3,765
+176
+5% +$21K 0.17% 77
2024
Q2 		$323K Buy
+3,589
New +$323K 0.17% 64