Concurrent Investment Advisors, LLC CANADIAN PACIFIC KANSAS CITY Transaction History

Concurrent Investment Advisors, LLC

  • $5.17 Trillion
  • Q2 2025
Number of Shares
8,123
Previous 5,990 35.61%
Holding current value
$644 Million
Previous $421 Million 53.11%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
N/A
2,133 Added 35.61%
8,123 $644 Million
Q1 2025

Apr 29, 2025
BUY
N/A
2,467 Added 70.03%
5,990 $421 Million
Q4 2024

Feb 03, 2025
BUY
N/A
1,039 Added 41.83%
3,523 $255 Million
Q3 2024

Oct 30, 2024
SELL
N/A
-618 Reduced 19.92%
2,484 $212 Million
Q2 2024

Jul 30, 2024
SELL
N/A
-2,256 Reduced 42.11%
3,102 $244 Million
Q1 2024

May 07, 2024
SELL
N/A
-2,615 Reduced 32.8%
5,358 $472 Million
Q4 2023

Apr 15, 2024
BUY
N/A
7,973 New
7,973 $630 Million
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