Avantax Advisory Services, Inc. Iron Mountain Inc Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Iron Mountain Inc stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 72,089 shares of IRM stock, worth $6.55 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

72,089

Previous 76,536 5.81%

Holding current value

$6.55 Million

Previous $5.36 Million 7.97%

% of portfolio

0.05%

Previous 0.05%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$65.34 - $81.37 $290,566 - $361,852	-4,447 Reduced 5.81%	72,089 $5.78 Million
Q4 2023 Feb 07, 2024	SELL	$57.23 - $70.6 $189,259 - $233,474	-3,307 Reduced 4.14%	76,536 $5.36 Million
Q3 2023 Nov 07, 2023	BUY	$57.27 - $64.02 $102,398 - $114,467	1,788 Added 2.29%	79,843 $4.75 Million
Q2 2023 Aug 11, 2023	SELL	$51.58 - $57.16 $116,416 - $129,010	-2,257 Reduced 2.81%	78,055 $4.44 Million
Q1 2023 Apr 28, 2023	BUY	$48.96 - $56.63 $138,850 - $160,602	2,836 Added 3.66%	80,312 $4.25 Million

Q4 2022 Feb 13, 2023	BUY	$44.14 - $55.56 $91,369 - $115,009	2,070 Added 2.75%	77,476 $3.86 Million
Q3 2022 Nov 01, 2022	BUY	$43.59 - $56.54 $195,501 - $253,581	4,485 Added 6.32%	75,406 $3.32 Million
Q2 2022 Aug 02, 2022	BUY	$46.11 - $57.72 $186,561 - $233,535	4,046 Added 6.05%	70,921 $3.45 Million
Q1 2022 Apr 27, 2022	SELL	$42.24 - $55.46 $1.94 Million - $2.54 Million	-45,885 Reduced 40.69%	66,875 $3.71 Million
Q4 2021 Jan 24, 2022	BUY	$42.63 - $52.77 $286,772 - $354,983	6,727 Added 6.34%	112,760 $5.9 Million
Q3 2021 Oct 21, 2021	SELL	$42.42 - $49.45 $76,652 - $89,356	-1,807 Reduced 1.68%	106,033 $4.61 Million
Q2 2021 Jul 29, 2021	BUY	$37.3 - $47.02 $69,378 - $87,457	1,860 Added 1.76%	107,840 $4.57 Million
Q1 2021 May 13, 2021	BUY	$28.0 - $37.28 $1.15 Million - $1.54 Million	41,198 Added 63.59%	105,980 $3.92 Million
Q4 2020 Jan 22, 2021	SELL	$25.49 - $30.38 $58,474 - $69,691	-2,294 Reduced 3.42%	64,782 $1.91 Million
Q3 2020 Oct 14, 2020	BUY	$26.04 - $30.5 $698,575 - $818,223	26,827 Added 66.65%	67,076 $1.79 Million
Q2 2020 Aug 06, 2020	BUY	$21.52 - $30.56 $121,609 - $172,694	5,651 Added 16.33%	40,249 $1.05 Million
Q1 2020 Apr 30, 2020	BUY	$22.4 - $34.45 $461,193 - $709,291	20,589 Added 146.97%	34,598 $822,000
Q4 2019 Feb 14, 2020	BUY	$31.39 - $34.37 $246,380 - $269,770	7,849 Added 127.42%	14,009 $446,000
Q3 2019 Nov 08, 2019	BUY	$29.41 - $34.14 $181,165 - $210,302	6,160 New	6,160 $200,000

Others Institutions Holding IRM

# of Institutions

1,008

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 $26.4B
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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Account

Avantax Advisory Services, Inc. Iron Mountain Inc Transaction History