OneDigital Investment Advisors’s Iron Mountain IRM Stock Holding History

OneDigital Investment Advisors’s Portfolio IRM Stock Details IRM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$637K	Buy
2025 Q1	$467K	Sell
2024 Q4	$599K	Sell
2024 Q3	$711K	Buy
2024 Q2	$528K	Buy
2024 Q1	$451K	Buy
2023 Q4	$383K	Sell
2023 Q3	$419K	Buy