Zimmermann Investment Management & Planning’s Iron Mountain IRM Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-6,075	Closed	-$722K	–	60
2024 Q3	$722K	Buy	6,075 +75	+1%	+$8.91K	0.22%	70
2024 Q2	$538K	Sell	6,000 -308	-5%	-$27.6K	0.18%	77
2024 Q1	$506K	Buy	6,308 +308	+5%	+$24.7K	0.18%	83
2023 Q4	$420K	Buy	+6,000	New	+$420K	0.17%	76