Private Advisory Group’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	$1.05M	Sell	10,236 -1,180	-10%	-$121K	0.1%	118
2025 Q1	$982K	Buy	11,416 +1,754	+18%	+$151K	0.11%	112
2024 Q4	$1.02M	Sell	9,662 -443	-4%	-$46.6K	0.11%	115
2024 Q3	$1.2M	Buy	+10,105	New	+$1.2M	0.14%	102