Ae Wealth Management LLC Iron Mountain Inc Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

A detailed history of Ae Wealth Management LLC transactions in Iron Mountain Inc stock. As of the latest transaction made, Ae Wealth Management LLC holds 27,729 shares of IRM stock, worth $3.14 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

27,729

Previous 18,006 54.0%

Holding current value

$3.14 Million

Previous $1.61 Million 104.28%

% of portfolio

0.03%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$89.69 - $119.32 $872,055 - $1.16 Million	9,723 Added 54.0%	27,729 $3.3 Million
Q2 2024 Aug 12, 2024	BUY	$74.42 - $89.62 $491,990 - $592,477	6,611 Added 58.02%	18,006 $1.61 Million
Q1 2024 May 15, 2024	SELL	$65.34 - $81.37 $2.64 Million - $3.29 Million	-40,397 Reduced 78.0%	11,395 $913,000
Q4 2023 Feb 14, 2024	SELL	$57.23 - $70.6 $176,554 - $217,800	-3,085 Reduced 5.62%	51,792 $3.62 Million
Q3 2023 Oct 11, 2023	BUY	$57.27 - $64.02 $139,853 - $156,336	2,442 Added 4.66%	54,877 $3.26 Million
Q2 2023 Jul 10, 2023	SELL	$51.58 - $57.16 $195,075 - $216,179	-3,782 Reduced 6.73%	52,435 $2.98 Million
Q1 2023 Apr 14, 2023	BUY	$48.96 - $56.63 $5,679 - $6,569	116 Added 0.21%	56,217 $2.97 Million
Q4 2022 Jan 31, 2023	BUY	$44.14 - $55.56 $257,336 - $323,914	5,830 Added 11.6%	56,101 $2.8 Million
Q3 2022 Oct 25, 2022	BUY	$43.59 - $56.54 $132,731 - $172,164	3,045 Added 6.45%	50,271 $2.21 Million
Q2 2022 Aug 03, 2022	BUY	$46.11 - $57.72 $136,531 - $170,908	2,961 Added 6.69%	47,226 $2.3 Million
Q1 2022 Apr 18, 2022	BUY	$42.24 - $55.46 $227,715 - $298,984	5,391 Added 13.87%	44,265 $2.45 Million
Q4 2021 Jan 20, 2022	SELL	$42.63 - $52.77 $40,157 - $49,709	-942 Reduced 2.37%	38,874 $2.03 Million
Q3 2021 Nov 01, 2021	BUY	$42.42 - $49.45 $120,387 - $140,339	2,838 Added 7.67%	39,816 $1.73 Million
Q2 2021 Jul 21, 2021	BUY	$37.3 - $47.02 $31,108 - $39,214	834 Added 2.31%	36,978 $1.57 Million
Q1 2021 Apr 27, 2021	SELL	$28.0 - $37.28 $114,688 - $152,698	-4,096 Reduced 10.18%	36,144 $1.34 Million
Q4 2020 Feb 01, 2021	SELL	$25.49 - $30.38 $59,621 - $71,058	-2,339 Reduced 5.49%	40,240 $1.19 Million
Q3 2020 Nov 06, 2020	SELL	$26.04 - $30.5 $943,116 - $1.1 Million	-36,218 Reduced 45.96%	42,579 $1.14 Million
Q2 2020 Aug 05, 2020	SELL	$21.52 - $30.56 $277,844 - $394,560	-12,911 Reduced 14.08%	78,797 $2.06 Million
Q1 2020 May 07, 2020	SELL	$22.4 - $34.45 $1.26 Million - $1.94 Million	-56,187 Reduced 37.99%	91,708 $2.18 Million
Q4 2019 Jan 15, 2020	BUY	$31.39 - $34.37 $935,578 - $1.02 Million	29,805 Added 25.24%	147,895 $4.71 Million
Q3 2019 Nov 05, 2019	BUY	$29.41 - $34.14 $325,421 - $377,759	11,065 Added 10.34%	118,090 $3.83 Million
Q2 2019 Jul 22, 2019	BUY	$30.46 - $36.57 $3.26 Million - $3.91 Million	107,025 New	107,025 $3.35 Million

Others Institutions Holding IRM

# of Institutions

1,150

Shares Held

238M

Call Options Held

2.36M

Put Options Held

1.39M

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $32.9B
Description
Iron Mountain Incorporated (NYSE: IRM), founded in 1951, is the global leader for storage and information management services. Trusted by more than 225,000 organizations around the world, and with a real estate network of more than 90 million square feet across approximately 1,450 facilities in approximately 50 countries, Iron Mountain stores an...

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Ae Wealth Management LLC Iron Mountain Inc Transaction History