WealthTrust Axiom’s Iron Mountain IRM Stock Holding History

WealthTrust Axiom’s Portfolio IRM Stock Details IRM Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.37M	Sell	42,649 -2,568	-6%	-$263K	1.29%	22
2025 Q1	$3.89M	Sell	45,217 -1,062	-2%	-$91.4K	1.18%	22
2024 Q4	$4.86M	Sell	46,279 -2,142	-4%	-$225K	1.45%	17
2024 Q3	$5.75M	Sell	48,421 -15,118	-24%	-$1.8M	1.7%	9
2024 Q2	$5.69M	Sell	63,539 -2,944	-4%	-$264K	1.89%	8
2024 Q1	$5.33M	Sell	66,483 -16,377	-20%	-$1.31M	1.72%	13
2023 Q4	$5.8M	Sell	82,860 -24,096	-23%	-$1.69M	1.94%	10
2023 Q3	$6.36M	Sell	106,956 -2,027	-2%	-$121K	2.29%	10
2023 Q2	$6.19M	Sell	108,983 -26,759	-20%	-$1.52M	2.05%	8
2023 Q1	$7.18M	Sell	135,742 -4,297	-3%	-$227K	2.45%	9
2022 Q4	$6.98M	Sell	140,039 -3,524	-2%	-$176K	2.43%	8
2022 Q3	$6.31M	Sell	143,563 -2,041	-1%	-$89.7K	2.41%	9
2022 Q2	$7.09M	Sell	145,604 -20,411	-12%	-$994K	2.53%	8
2022 Q1	$9.2M	Sell	166,015 -28,433	-15%	-$1.58M	2.87%	4
2021 Q4	$10.2M	Sell	194,448 -13,058	-6%	-$683K	3.25%	3
2021 Q3	$9.02M	Sell	207,506 -9,328	-4%	-$405K	3.05%	2
2021 Q2	$9.18M	Sell	216,834 -792	-0.4%	-$33.5K	2.95%	2
2021 Q1	$8.05M	Sell	217,626 -5,143	-2%	-$190K	2.72%	3
2020 Q4	$6.57M	Buy	222,769 +4,306	+2%	+$127K	2.39%	8
2020 Q3	$5.85M	Sell	218,463 -6,408	-3%	-$172K	2.52%	7
2020 Q2	$5.87M	Sell	224,871 -4,840	-2%	-$126K	2.58%	8
2020 Q1	$5.47M	Sell	229,711 -3,363	-1%	-$80K	2.68%	7
2019 Q4	$7.43M	Sell	233,074 -629	-0.3%	-$20K	2.48%	7
2019 Q3	$7.57M	Sell	233,703 -1,141	-0.5%	-$37K	2.67%	4
2019 Q2	$7.35M	Buy	234,844 +19,975	+9%	+$625K	2.55%	5
2019 Q1	$7.62M	Buy	214,869 +1,841	+0.9%	+$65.3K	2.71%	5
2018 Q4	$6.9M	Buy	213,028 +28,964	+16%	+$939K	2.83%	4
2018 Q3	$6.35M	Buy	184,064 +23,414	+15%	+$808K	2.14%	10
2018 Q2	$5.62M	Buy	160,650 +93,650	+140%	+$3.28M	1.99%	10
2018 Q1	$2.2M	Buy	+67,000	New	+$2.2M	0.8%	37