Concurrent Investment Advisors, LLC GSK PLC Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
20,698
Previous 16,857 22.79%
Holding current value
$795 Million
Previous $653 Million 21.71%
% of portfolio
0.02%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
BUY
N/A
3,841 Added 22.79%
20,698 $795 Million
Q1 2025

Apr 29, 2025
BUY
N/A
3,719 Added 28.31%
16,857 $653 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-5,831 Reduced 30.74%
13,138 $444 Million
Q3 2024

Oct 30, 2024
BUY
N/A
7,080 Added 59.55%
18,969 $775 Million
Q2 2024

Jul 30, 2024
BUY
N/A
1,663 Added 16.26%
11,889 $458 Million
Q1 2024

May 07, 2024
SELL
N/A
-140 Reduced 1.35%
10,226 $438 Million
Q4 2023

Apr 15, 2024
BUY
N/A
10,366 New
10,366 $384 Million
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