UNITED CAPITAL FINANCIAL ADVISERS, LLC – Iron Mountain Incorporated Transaction History
UNITED CAPITAL FINANCIAL ADVISERS, LLC portfolio value:
$10.45M
portfolio value
UNITED CAPITAL FINANCIAL ADVISERS, LLC quarter portfolio value change:
-9.69%
quarter
Iron Mountain Incorporated 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -9.87% | -26.03K shares | -2.39M | $43.97 | 237.71K |
| Q2 2022 | share | Increase | +0.07% | 194 shares | -1.76M | $48.69 | 263.74K |
| Q1 2022 | share | Decrease | -1.79% | -4.79K shares | 561K | $55.41 | 263.55K |
| Q4 2021 | share | Increase | +4.30% | 11.06K shares | 2.86M | $52.54 | 268.34K |
| Q3 2021 | share | Decrease | -1.32% | -3.45K shares | 145K | $43.45 | 257.28K |
| Q2 2021 | share | Decrease | -4.60% | -12.57K shares | 919K | $41.75 | 260.73K |
| Q1 2021 | share | Increase | +40.23% | 78.41K shares | 4.36M | $36.03 | 273.31K |
| Q4 2020 | share | Decrease | -26.16% | -69.05K shares | -1.32M | $28.22 | 194.90K |
| Q3 2020 | share | Increase | +0.71% | 1.87K shares | 231K | $25.12 | 263.95K |
| Q2 2020 | share | Increase | +11.44% | 26.91K shares | 1.24M | $23.96 | 262.08K |
| Q1 2020 | share | Increase | +2.47% | 5.67K shares | -1.71M | $21.37 | 235.17K |
| Q4 2019 | share | Decrease | -39.49% | -149.79K shares | -4.97M | $28.02 | 229.50K |
| Q3 2019 | share | Decrease | -2.68% | -10.44K shares | 87K | $27.93 | 379.3K |
| Q2 2019 | share | Increase | +0.61% | 2.35K shares | -1.53M | $26.5 | 389.74K |
| Q1 2019 | share | Decrease | -3.88% | -15.65K shares | 674K | $29.45 | 387.39K |
| Q4 2018 | share | Decrease | -1.48% | -6.04K shares | -1.05M | $26.45 | 403.04K |
| Q3 2018 | share | Increase | +1.02% | 4.12K shares | -56K | $27.69 | 409.09K |
| Q2 2018 | share | Increase | +302.83% | 304.44K shares | 10.87M | $27.63 | 404.97K |
| Q1 2018 | share | Increase | 0.00% | 100.53K shares | 3.30M | $25.49 | 100.53K |
| Q3 2017 | share | Decrease | -100.00% | -76.99K shares | -2.64M | $29.2 | 0 |
| Q2 2017 | share | Increase | +2.45% | 1.84K shares | -35K | $25.43 | 76.99K |
| Q1 2017 | share | Increase | +0.45% | 333 shares | 251K | $25.98 | 75.15K |
| Q4 2016 | share | Increase | 0.00% | 74.82K shares | 2.43M | $23.28 | 74.82K |
| Q3 2016 | share | Decrease | -100.00% | -68.55K shares | -2.74M | $26.46 | 0 |
| Q2 2016 | share | Decrease | -0.20% | -139 shares | 412K | $27.73 | 68.55K |
| Q1 2016 | share | Increase | +29.96% | 15.83K shares | 902K | $23.3 | 68.69K |