Assetmark, Inc Iron Mountain Inc Transaction History

Assetmark, Inc

$30.5 Billion
Q1 2024

A detailed history of Assetmark, Inc transactions in Iron Mountain Inc stock. As of the latest transaction made, Assetmark, Inc holds 196 shares of IRM stock, worth $17,953. This represents 0.0% of its overall portfolio holdings.

Number of Shares

196

Previous 176 11.36%

Holding current value

$17,953

Previous $12,000 25.0%

% of portfolio

0.0%

Previous 0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	BUY	$65.34 - $81.37 $1,306 - $1,627	20 Added 11.36%	196 $15,000
Q4 2023 Feb 09, 2024	BUY	$57.23 - $70.6 $1,259 - $1,553	22 Added 14.29%	176 $12,000
Q3 2023 Oct 27, 2023	BUY	$57.27 - $64.02 $1,660 - $1,856	29 Added 23.2%	154 $9,000
Q2 2023 Aug 11, 2023	SELL	$51.58 - $57.16 $309 - $342	-6 Reduced 4.58%	125 $7,000
Q1 2023 May 05, 2023	SELL	$48.96 - $56.63 $2,594 - $3,001	-53 Reduced 28.8%	131 $6,000

Q3 2022 Nov 01, 2022	SELL	$43.59 - $56.54 $1,002 - $1,300	-23 Reduced 11.11%	184 $8,000
Q2 2022 Aug 03, 2022	BUY	$46.11 - $57.72 $3,366 - $4,213	73 Added 54.48%	207 $10,000
Q1 2022 May 13, 2022	BUY	$42.24 - $55.46 $380 - $499	9 Added 7.2%	134 $7,000
Q3 2021 Nov 12, 2021	SELL	$42.42 - $49.45 $84 - $98	-2 Reduced 1.57%	125 $5,000
Q2 2020 Aug 11, 2020	SELL	$21.52 - $30.56 $43,470 - $61,731	-2,020 Reduced 94.08%	127 $3,000
Q1 2020 May 12, 2020	BUY	$22.4 - $34.45 $3,897 - $5,994	174 Added 8.82%	2,147 $51,000
Q4 2019 Feb 11, 2020	BUY	$31.39 - $34.37 $61,932 - $67,812	1,973 New	1,973 $63,000
Q1 2018 May 16, 2018	SELL	$30.89 - $37.61 $2,224 - $2,707	-72 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	$37.15 - $41.44 $1,597 - $1,781	43 Added 148.28%	72 $3,000
Q3 2017 Nov 08, 2017	SELL	$36.43 - $40.38 $45,610 - $50,555	-1,252 Reduced 97.74%	29 $1,000
Q3 2016 Sep 15, 2017	BUY	N/A	33 Added 2.64%	1,281 $48,000
Q2 2016 Sep 15, 2017	SELL	N/A	-147 Reduced 10.54%	1,248 $50,000
Q1 2016 Sep 15, 2017	BUY	N/A	56 Added 4.18%	1,395 $47,000
Q4 2015 Sep 15, 2017	BUY	N/A	1,339	1,339 $36,000

Others Institutions Holding IRM

# of Institutions

1,009

Shares Held

233M

Call Options Held

1.48M

Put Options Held

936K

View Full List

About IRON MOUNTAIN INC

Ticker IRM
Exchange NYSE
Sector Real Estate
Industry REIT—Specialty
Shares Outstandng 290,684,992
Market Cap $26.6B
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...

More about IRM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account