Plimoth Trust’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.06M	Hold	10,328	–	–	0.25%	88
2025 Q1	$889K	Hold	10,328	–	–	0.23%	94
2024 Q4	$1.09M	Hold	10,328	–	–	0.28%	85
2024 Q3	$1.23M	Hold	10,328	–	–	0.31%	80
2024 Q2	$926K	Sell	10,328 -250	-2%	-$22.4K	0.25%	87
2024 Q1	$848K	Sell	10,578 -420	-4%	-$33.7K	0.23%	90
2023 Q4	$770K	Hold	10,998	–	–	0.22%	97
2023 Q3	$654K	Sell	10,998 -280	-2%	-$16.6K	0.2%	106
2023 Q2	$641K	Buy	11,278 +1,200	+12%	+$68.2K	0.19%	106
2023 Q1	$533K	Hold	10,078	–	–	0.17%	115
2022 Q4	$502K	Hold	10,078	–	–	0.16%	124
2022 Q3	$443K	Hold	10,078	–	–	0.15%	125
2022 Q2	$491K	Hold	10,078	–	–	0.15%	126
2022 Q1	$558K	Hold	10,078	–	–	0.15%	125
2021 Q4	$527K	Hold	10,078	–	–	0.13%	127
2021 Q3	$438K	Hold	10,078	–	–	0.12%	131
2021 Q2	$427K	Hold	10,078	–	–	0.12%	133
2021 Q1	$373K	Hold	10,078	–	–	0.11%	137
2020 Q4	$297K	Hold	10,078	–	–	0.09%	145
2020 Q3	$270K	Hold	10,078	–	–	0.09%	146
2020 Q2	$263K	Hold	10,078	–	–	0.09%	148
2020 Q1	$240K	Hold	10,078	–	–	0.1%	148
2019 Q4	$321K	Hold	10,078	–	–	0.1%	155
2019 Q3	$326K	Sell	10,078 -600	-6%	-$19.4K	0.11%	165
2019 Q2	$334K	Hold	10,678	–	–	0.11%	163
2019 Q1	$379K	Sell	10,678 -1,700	-14%	-$60.3K	0.13%	149
2018 Q4	$401K	Hold	12,378	–	–	0.15%	149
2018 Q3	$427K	Hold	12,378	–	–	0.14%	152
2018 Q2	$433K	Hold	12,378	–	–	0.15%	151
2018 Q1	$407K	Buy	+12,378	New	+$407K	0.14%	155