Outlook Wealth Advisors’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-4,215	Closed	-$350K	–	316
2025 Q4	$350K	Sell	4,215 -2,905	-41%	-$272K	0.08%	212
2025 Q3	$726K	Sell	7,120 -127	-2%	-$12.2K	0.18%	115
2025 Q2	$743K	Sell	7,247 -34	-0.5%	-$3.21K	0.19%	104
2025 Q1	$626K	Sell	7,281 -128	-2%	-$12.3K	0.17%	118
2024 Q4	$779K	Sell	7,409 -94	-1%	-$11K	0.22%	93
2024 Q3	$892K	Sell	7,503 -502	-6%	-$53.7K	0.26%	77
2024 Q2	$717K	Sell	8,005 -121	-1%	-$9.79K	0.22%	90
2024 Q1	$652K	Sell	8,126 -835	-9%	-$60.4K	0.2%	108
2023 Q4	$627K	Sell	8,961 -1,873	-17%	-$117K	0.22%	99
2023 Q3	$644K	Buy	10,834 +231	+2%	+$14.1K	0.25%	104
2023 Q2	$602K	Sell	10,603 -592	-5%	-$32.4K	0.23%	113
2023 Q1	$592K	Buy	11,195 +67	+0.6%	+$3.51K	0.26%	102
2022 Q4	$555K	Sell	11,128 -218	-2%	-$11K	0.26%	100
2022 Q3	$499K	Buy	11,346 +28	+0.2%	+$1.41K	0.22%	111
2022 Q2	$551K	Buy	11,318 +188	+2%	+$9.89K	0.23%	119
2022 Q1	$616K	Buy	+11,130	New	+$530K	0.21%	120